Phoebe Home, Inc. Union Employees' Pension Plan — Form 5500 plan (Phoebe Home, Inc.)
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, Phoebe Home, Inc. Union Employees' Pension Plan is a benefit plan reported by Phoebe Home, Inc. under EIN 23-1396838 and plan number 002. The latest loaded filing year is 2023. The filing reports 449 participants and $93,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoebe Home, Inc.
- EIN
- 23-1396838
- Plan number
- 002
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $93,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20250415165143NAL0001579219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,395
- Total liabilities (EOY)
- $93,395
- Net assets (EOY)
- $0
- Net assets (BOY)
- $10,302,048
Income & contributions
- Employer contributions
- $1,364,261
- Participant contributions
- $0
- Total contributions
- $1,364,261
- Total income / additions
- $1,538,539
Expenses & distributions
- Benefits paid
- $11,579,879
- Administrative expenses
- $260,708
- Total expenses
- $11,840,587
- Net increase / (decrease)
- -$10,302,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $121,384 | not reported in the loaded dataset | 2023 |
| Phoebe Home, Inc. | PLAN SPONSOR | $19,150 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $13,990 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $12,856 | not reported in the loaded dataset | 2023 |
| First State Trust Company | NONE | $9,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoebe Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Conrad Siegel — Schedule C compensation
- Phoebe Home, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- First State Trust Company — Schedule C compensation