2023 Form 5500 filing — Pennsylvania State Education Association 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 20250331084826NAL0003344963001) for Pennsylvania State Education Association Pension Plan, reported by Pennsylvania State Education Assoc under EIN 23-0961125 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331084826NAL0003344963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania State Education Assoc
- EIN
- 23-0961125
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,856,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,856,924
- Employer contributions
- $2,000,000
- Participant contributions
- $1,588,628
- Total income / additions
- $20,092,047
- Benefits paid
- $14,228,943
- Administrative expenses
- $626,824
- Total expenses
- $14,855,767
- Net increase / (decrease)
- $5,236,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Western Asset Management | NONE | $112,641 | not reported in the loaded dataset |
| Blackrock Inst Trust Company | NONE | $97,091 | $0 |
| Bolton Partners, Inc. | NONE | $74,632 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $73,900 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $66,680 | $0 |
| Jp Morgan Chase Bank, N.A. | NONE | $65,324 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $27,900 | not reported in the loaded dataset |
| Gunn Mowery, LLC | NONE | $19,760 | not reported in the loaded dataset |
| Pnc Bank | NONE | $16,556 | $0 |
| Bredhoff And Kaiser | NONE | $10,796 | not reported in the loaded dataset |