Plan5500

Pension Plan Of The Pennsylvania Medical Society — Form 5500 plan (Pennsylvania Medical Society)

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, Pension Plan Of The Pennsylvania Medical Society is a benefit plan reported by Pennsylvania Medical Society under EIN 23-1570227 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $6,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania Medical Society
EIN
23-1570227
Plan number
001
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
142
End-of-year plan assets
$6,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241010151709NAL0036245280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,244
Total liabilities (EOY)
$6,244
Net assets (EOY)
$0
Net assets (BOY)
$31,859,048

Income & contributions

Total contributions
$0
Total income / additions
$910,046

Expenses & distributions

Benefits paid
$30,058,383
Administrative expenses
$184,529
Total expenses
$30,242,912
Net increase / (decrease)
-$29,332,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Conrad SiegelNONE$69,621not reported in the loaded dataset2023
SageNONE$42,877not reported in the loaded dataset2023
Morgan Stanley Investment MgmtNONE$33,084not reported in the loaded dataset2023
Kreischer MillerNONE$22,733not reported in the loaded dataset2023

Related Form 5500 pages