2023 Form 5500 filing — Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto

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 20250805155821NAL0001982049001) for Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto, reported by Catholic Social Services Of The Diocese Of Scranton, Inc. under EIN 24-0818341 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250805155821NAL0001982049001
Filing year
2023
Form type
2
Plan sponsor
Catholic Social Services Of The Diocese Of Scranton, Inc.
EIN
24-0818341
Plan number
001
Location
Scranton, PA
Participants
297
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,847,385
Total liabilities (EOY)
$0
Net assets (EOY)
$13,847,385
Total income / additions
$1,749,530
Benefits paid
$723,095
Administrative expenses
$86,076
Total expenses
$809,171
Net increase / (decrease)
$940,359
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Conrad SiegelNONE$17,750not reported in the loaded dataset
Comerica BankNONE$12,020not reported in the loaded dataset
Concord Advisory GroupNONE$7,669not reported in the loaded dataset
Pacific Investment Company LLCNONE$0$0
Goldman Sachs Financial Square GovnNONE$0$0

Related Form 5500 pages