Verona, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Verona, PA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $66,427,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,427,953
Total reported liabilities (EOY)
$3,618
Total reported net assets (EOY)
$66,424,335

Contributions & income

Employer contributions
$2,344,809
Participant contributions
$4,000,894
Total income / additions
$17,391,514

Expenses & distributions

Benefits paid / distributions
$7,173,128
Total expenses
$7,376,493
Net increase / (decrease)
$10,015,021

Coverage

Total reported participants
2,063
Plans with financial statements
6
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Verona, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Verona, PA
PlanSponsorReported assets (EOY)Year
Robroy Industries, Inc. 401k Savings PlanRobroy Industries, Inc.$25,260,4502023
The Conco 401(K) And Profit Sharing PlanConco Services Corporation$19,064,6232023
American Beverage Corporation Retirement Savings PlanAmerican Beverage Corporation$9,040,2392023
American Beverage Corporation Retirement Savings Plan - Non-Union EmployeesAmerican Beverage Corporation$8,552,3402023
Longwood At Oakmont Retirement Savings PlanLongwood At Oakmont, Inc.$3,306,4252023
Paula Teacher & Associates Employee Stock Ownership PlanPaula Teacher & Associates, Inc.$1,203,8762023
American Beverage Corporation Flexible Benefit PlanAmerican Beverage Corporationnot reported in the loaded dataset2023
Robroy Industries, Inc. Employee Welfare Benefit PlanRobroy Industries, Inc.not reported in the loaded dataset2023
Conco Health And Welfare Benefits PlanConco Services, LLCnot reported in the loaded dataset2023

Related Form 5500 pages