2023 Form 5500 filing — Penn Highlands Healthcare 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 20241220163644NAL0004033283001) for Penn Highlands Healthcare 403(B) Plan, reported by Penn Highlands Healthcare, Inc. under EIN 32-0345810 and plan number 002. It reports 4,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220163644NAL0004033283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Highlands Healthcare, Inc.
- EIN
- 32-0345810
- Plan number
- 002
- Location
- Dubois, PA
- Participants
- 4,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,931,670
- Net assets (EOY)
- $274,931,670
- Employer contributions
- $5,685,734
- Participant contributions
- $12,338,583
- Total income / additions
- $53,864,749
- Benefits paid
- $19,622,344
- Administrative expenses
- $280,034
- Total expenses
- $20,128,576
- Net increase / (decrease)
- $33,736,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $221,271 | $0 |
| Great West Life & Annuity Ins Co | SECURITIES BROKER | $26,797 | not reported in the loaded dataset |
| Metlife Life Ins Co | RECORDKEEPER | $25,894 | not reported in the loaded dataset |
| Mutual Of America Life Ins Co | RECORDKEEPER | $1,142 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |