2023 Form 5500 filing — The Health Federation Of Philadelphia 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 20241015072131NAL0015936531001) for The Health Federation Of Philadelphia 403(B) Plan, reported by The Health Federation Of Philadelphia under EIN 23-2244355 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072131NAL0015936531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Health Federation Of Philadelphia
- EIN
- 23-2244355
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,640,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,640,822
- Employer contributions
- $1,288,397
- Participant contributions
- $959,140
- Total income / additions
- $4,763,704
- Benefits paid
- $1,656,885
- Administrative expenses
- $101,199
- Total expenses
- $1,812,298
- Net increase / (decrease)
- $2,951,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPER | $67,271 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,160 | $0 |
| Commonwealth Financial Network | CONSULTANT | $8,573 | $12,811 |