Plan5500

Altoona Regional Health System 403(B) Plan — Form 5500 plan (Upmc Altoona)

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, Altoona Regional Health System 403(B) Plan is a benefit plan reported by Upmc Altoona under EIN 23-1352155 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,076 participants and $14,898,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Altoona
EIN
23-1352155
Plan number
003
Plan type
2
Location
Altoona, PA
Latest filing year
2023
Participants
1,076
End-of-year plan assets
$14,898,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,076H, C20241014145750NAL0015154947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,898,086
Total liabilities (EOY)
$0
Net assets (EOY)
$14,898,086
Net assets (BOY)
$13,926,195

Income & contributions

Total income / additions
$2,202,019

Expenses & distributions

Benefits paid
$1,159,442
Administrative expenses
$70,686
Total expenses
$1,230,128
Net increase / (decrease)
$971,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationCONTRACT ADMINISTRATOR$70,686$02023

Related Form 5500 pages