Homeland Pension Plan — Form 5500 plan (Home For The Friendless - Homeland)
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, Homeland Pension Plan is a benefit plan reported by Home For The Friendless - Homeland under EIN 23-1365148 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $19,399,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home For The Friendless - Homeland
- EIN
- 23-1365148
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $19,399,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20250415141834NAL0001468595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,399,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,399,757
- Net assets (BOY)
- $18,040,030
Income & contributions
- Employer contributions
- $779,263
- Participant contributions
- $0
- Total contributions
- $779,263
- Total income / additions
- $2,369,447
Expenses & distributions
- Benefits paid
- $843,711
- Administrative expenses
- $166,009
- Total expenses
- $1,009,720
- Net increase / (decrease)
- $1,359,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bryn Mawr Trust Company | NONE | $68,141 | $0 | 2023 |
| Rkl Llp | NONE | $12,800 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Seafarer Capital Partners, LLC | NONE | $0 | $0 | 2023 |
| Abr Dynamic Funds, LLC | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Grandeur Peak Global Advisors, LLC | NONE | $0 | $0 | 2023 |
| Johcm (Usa) Inc. | NONE | $0 | $0 | 2023 |
| Blackrock, Inc. | NONE | $0 | $0 | 2023 |
| Lifegoal Investments | NONE | $0 | $0 | 2023 |
| Pacer Us Cash Cows 100 Etf | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home For The Friendless - Homeland
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- The Bryn Mawr Trust Company — Schedule C compensation
- Rkl Llp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Seafarer Capital Partners, LLC — Schedule C compensation
- Abr Dynamic Funds, LLC — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Grandeur Peak Global Advisors, LLC — Schedule C compensation
- Johcm (Usa) Inc. — Schedule C compensation
- Blackrock, Inc. — Schedule C compensation
- Lifegoal Investments — Schedule C compensation
- Pacer Us Cash Cows 100 Etf — Schedule C compensation