2023 Form 5500 filing — Phh 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 20241014105600NAL0013164403001) for Phh Pension Plan, reported by Penn Highlands Healthcare under EIN 32-0345810 and plan number 003. It reports 2,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105600NAL0013164403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Highlands Healthcare
- EIN
- 32-0345810
- Plan number
- 003
- Location
- Dubois, PA
- Participants
- 2,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,201,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,201,687
- Employer contributions
- $173,134
- Total income / additions
- $14,974,575
- Benefits paid
- $8,948,189
- Administrative expenses
- $1,306,297
- Total expenses
- $10,254,486
- Net increase / (decrease)
- $4,720,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc LLC | NONE | $210,832 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $175,041 | not reported in the loaded dataset |
| Definiti | NONE | $70,903 | not reported in the loaded dataset |
| Sei Investments | NONE | $57,347 | not reported in the loaded dataset |
| Us Bank | NONE | $56,169 | not reported in the loaded dataset |
| Income Research & Management | NONE | $24,331 | not reported in the loaded dataset |
| Wellington Management Inc. | NONE | $22,352 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $19,051 | not reported in the loaded dataset |
| Garcia Hamilton & Associates | NONE | $5,857 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $5,507 | not reported in the loaded dataset |