2023 Form 5500 filing — Tower Health 403(B) 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 20241008144514NAL0016879201001) for Tower Health 403(B) Plan, reported by Tower Health under EIN 23-2201344 and plan number 001. It reports 16,774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144514NAL0016879201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tower Health
- EIN
- 23-2201344
- Plan number
- 001
- Location
- West Reading, PA
- Participants
- 16,774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $966,702,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $966,702,226
- Employer contributions
- $30,284,955
- Participant contributions
- $79,996,639
- Total income / additions
- $261,430,750
- Benefits paid
- $80,460,410
- Administrative expenses
- $1,146,334
- Total expenses
- $82,304,896
- Net increase / (decrease)
- $179,125,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $1,120,607 | $0 |
| Morningstar | INVESTMENT ADVISOR | $25,727 | $0 |