2023 Form 5500 filing — Pension Plan Of The Pennsylvania Medical Society
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 20241010151709NAL0036245280001) for Pension Plan Of The Pennsylvania Medical Society, reported by Pennsylvania Medical Society under EIN 23-1570227 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151709NAL0036245280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania Medical Society
- EIN
- 23-1570227
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,244
- Total liabilities (EOY)
- $6,244
- Net assets (EOY)
- $0
- Total income / additions
- $910,046
- Benefits paid
- $30,058,383
- Administrative expenses
- $184,529
- Total expenses
- $30,242,912
- Net increase / (decrease)
- -$29,332,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $69,621 | not reported in the loaded dataset |
| Sage | NONE | $42,877 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt | NONE | $33,084 | not reported in the loaded dataset |
| Kreischer Miller | NONE | $22,733 | not reported in the loaded dataset |