2023 Form 5500 filing — Geisinger Health Plan 401k Savings 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 20241009084508NAL0009044739005) for Geisinger Health Plan 401k Savings Plan, reported by Geisinger Health Plan under EIN 23-2311553 and plan number 001. It reports 2,327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084508NAL0009044739005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geisinger Health Plan
- EIN
- 23-2311553
- Plan number
- 001
- Location
- Danville, PA
- Participants
- 2,327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,942,334
- Total liabilities (EOY)
- $6,275
- Net assets (EOY)
- $174,936,059
- Employer contributions
- $4,778,017
- Participant contributions
- $7,130,213
- Total income / additions
- $39,595,823
- Benefits paid
- $18,052,360
- Administrative expenses
- $85,949
- Total expenses
- $18,164,695
- Net increase / (decrease)
- $21,431,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Op Co Inc | RECORDKEEPER | $36,568 | $0 |
| Capfinancial Partners, LLC | NONE | $20,388 | not reported in the loaded dataset |
| Smith & Downey Pa | NONE | $5,834 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co Inc | RECORDKEEPER | $0 | $0 |