2023 Form 5500 filing — Amerihealth Caritas Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819130953NAL0002593968001) for Amerihealth Caritas Pension Plan, reported by Amerihealth Caritas Services, LLC under EIN 45-5415725 and plan number 002. It reports 2,585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819130953NAL0002593968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerihealth Caritas Services, LLC
- EIN
- 45-5415725
- Plan number
- 002
- Location
- Newtown Square, PA
- Participants
- 2,585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,330,235
- Total liabilities (EOY)
- $323,706
- Net assets (EOY)
- $186,006,529
- Employer contributions
- $4,000,000
- Total income / additions
- $29,263,846
- Benefits paid
- $3,290,087
- Administrative expenses
- $1,291,027
- Total expenses
- $4,581,114
- Net increase / (decrease)
- $24,682,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson LLC | NONE | $484,639 | not reported in the loaded dataset |
| Pfm Asset Management LLC | NONE | $164,351 | not reported in the loaded dataset |
| Pnc Bank, N.A. | TRUSTEE | $99,382 | $0 |
| Sterling Capital Mgmt | NONE | $59,015 | not reported in the loaded dataset |
| Prudential Insurance Co. Of Amer | NONE | $21,870 | not reported in the loaded dataset |