2023 Form 5500 filing — Altoona Regional Health System 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 20241014145750NAL0015154947001) for Altoona Regional Health System 403(B) Plan, reported by Upmc Altoona under EIN 23-1352155 and plan number 003. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145750NAL0015154947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upmc Altoona
- EIN
- 23-1352155
- Plan number
- 003
- Location
- Altoona, PA
- Participants
- 1,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,898,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,898,086
- Total income / additions
- $2,202,019
- Benefits paid
- $1,159,442
- Administrative expenses
- $70,686
- Total expenses
- $1,230,128
- Net increase / (decrease)
- $971,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $70,686 | $0 |