Plan5500

Good Shepherd Retirement Plan — Form 5500 plan (Good Shepherd Rehabilitation Network)

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, Good Shepherd Retirement Plan is a benefit plan reported by Good Shepherd Rehabilitation Network under EIN 23-1371947 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,301 participants and $155,328,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Good Shepherd Rehabilitation Network
EIN
23-1371947
Plan number
002
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
3,301
End-of-year plan assets
$155,328,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,301H, C20241014163224NAL0026720161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,328,143
Total liabilities (EOY)
$0
Net assets (EOY)
$155,328,143
Net assets (BOY)
$130,468,626

Income & contributions

Employer contributions
$2,878,098
Participant contributions
$9,485,844
Total contributions
$14,070,616
Total income / additions
$37,439,425

Expenses & distributions

Benefits paid
$12,145,135
Administrative expenses
$363,368
Total expenses
$12,579,908
Net increase / (decrease)
$24,859,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$363,368$02023
Cornerstone Advisors Asset MgmtINVESTMENT ADVISORY$0$76,9892023
Baker Tilly Us, LlpOTHER SERVICES$0$10,9132023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages