The Academy Of Natural Sciences Pension Plan — Form 5500 plan (Academy Of Natural Sciences Of Philadelphia)

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, The Academy Of Natural Sciences Pension Plan is a benefit plan reported by Academy Of Natural Sciences Of Philadelphia under EIN 23-1352000 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $16,165,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Academy Of Natural Sciences Of Philadelphia
EIN
23-1352000
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
250
End-of-year plan assets
$16,165,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241014121533NAL0052197106001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,165,604
Total liabilities (EOY)
$70,322
Net assets (EOY)
$16,095,282
Net assets (BOY)
$15,051,700

Income & contributions

Employer contributions
$826,000
Total contributions
$826,000
Total income / additions
$2,801,363

Expenses & distributions

Benefits paid
$1,476,477
Administrative expenses
$281,304
Total expenses
$1,757,781
Net increase / (decrease)
$1,043,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pricewaterhousecoopers LlpNONE$83,510not reported in the loaded dataset2023
Towers Watson Pennsylvania, Inc.NONE$40,803not reported in the loaded dataset2023
Usi Advisors, IncNONE$30,934not reported in the loaded dataset2023
Pnc BankTRUSTEE$28,117not reported in the loaded dataset2023
Usi Consulting GroupRECORDKEEPER$17,911not reported in the loaded dataset2023

Related Form 5500 pages