Pennsylvania State Education Association Pension Plan — Form 5500 plan (Pennsylvania State Education Assoc)
Plain-English plan 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, Pennsylvania State Education Association Pension Plan is a benefit plan reported by Pennsylvania State Education Assoc under EIN 23-0961125 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $293,856,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania State Education Assoc
- EIN
- 23-0961125
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $293,856,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20250331084826NAL0003344963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,856,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,856,924
- Net assets (BOY)
- $288,620,644
Income & contributions
- Employer contributions
- $2,000,000
- Participant contributions
- $1,588,628
- Total contributions
- $3,588,628
- Total income / additions
- $20,092,047
Expenses & distributions
- Benefits paid
- $14,228,943
- Administrative expenses
- $626,824
- Total expenses
- $14,855,767
- Net increase / (decrease)
- $5,236,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Western Asset Management | NONE | $112,641 | not reported in the loaded dataset | 2023 |
| Blackrock Inst Trust Company | NONE | $97,091 | $0 | 2023 |
| Bolton Partners, Inc. | NONE | $74,632 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $73,900 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $66,680 | $0 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $65,324 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $27,900 | not reported in the loaded dataset | 2023 |
| Gunn Mowery, LLC | NONE | $19,760 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $16,556 | $0 | 2023 |
| Bredhoff And Kaiser | NONE | $10,796 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennsylvania State Education Assoc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Western Asset Management — Schedule C compensation
- Blackrock Inst Trust Company — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Gunn Mowery, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Bredhoff And Kaiser — Schedule C compensation