2023 Form 5500 filing — Southwestern Pa Human Services, Inc. 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 20241015151545NAL0030131377001) for Southwestern Pa Human Services, Inc. Pension Plan, reported by Southwestern Pa Human Services, Inc. under EIN 25-1492288 and plan number 001. It reports 761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015151545NAL0030131377001
Filing year
2023
Form type
3
Plan sponsor
Southwestern Pa Human Services, Inc.
EIN
25-1492288
Plan number
001
Location
Charleroi, PA
Participants
761
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,800,056
Total liabilities (EOY)
$0
Net assets (EOY)
$21,800,056
Employer contributions
$1,251,452
Total income / additions
$4,272,780
Benefits paid
$2,183,703
Administrative expenses
$75
Total expenses
$2,183,778
Net increase / (decrease)
$2,089,002
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments Inst. OpsNONE$75$0

Related Form 5500 pages