2023 Form 5500 filing — Shs 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 20241014130052NAL0027336529002) for Shs 403(B) Plan, reported by Susquehanna Health System under EIN 23-2751183 and plan number 002. It reports 2,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130052NAL0027336529002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Susquehanna Health System
- EIN
- 23-2751183
- Plan number
- 002
- Location
- Williamsport, PA
- Participants
- 2,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,172,574
- Net assets (EOY)
- $174,172,574
- Total income / additions
- $25,588,321
- Benefits paid
- $20,076,174
- Administrative expenses
- $470,069
- Total expenses
- $20,546,243
- Net increase / (decrease)
- $5,042,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $251,192 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $218,877 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |