2023 Form 5500 filing — Geisinger System Services Tax Sheltered Annuity Program
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 20241009084508NAL0009044739004) for Geisinger System Services Tax Sheltered Annuity Program, reported by Geisinger System Services under EIN 23-2164794 and plan number 003. It reports 26,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084508NAL0009044739004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geisinger System Services
- EIN
- 23-2164794
- Plan number
- 003
- Location
- Danville, PA
- Participants
- 26,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $936,629,813
- Total liabilities (EOY)
- $26,327
- Net assets (EOY)
- $936,603,486
- Participant contributions
- $64,784,615
- Total income / additions
- $216,439,529
- Benefits paid
- $90,076,352
- Administrative expenses
- $86,919
- Total expenses
- $90,239,518
- Net increase / (decrease)
- $126,200,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Parters, LLC | NONE | $32,748 | not reported in the loaded dataset |
| Smith Downey Pa | NONE | $3,028 | not reported in the loaded dataset |
| Brighthouse Life Insurance Company | CONTRACT ADMINISTRATOR | $1,164 | $0 |
| Equitable Financial Life Ins Co. | RECORDKEEPER | $0 | $811 |
| Brighthouse Life Insurance Company | CONTRACT ADMINISTRATOR | $240 | $0 |
| Metropolitan Life Insurance Co | RECORDKEEPER | $73 | $0 |
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $25 | $0 |
| Voya Retirement Ins. & Annuity Co. | CONTRACT ADMINISTRATOR | $0 | $0 |
| Fidelity Investments Inst Ops Co | RECORDKEEPER | $0 | $0 |
| Fidelity Investments Inst Ops Co | RECORDKEEPER | $89,625 | -$245,699 |