Spectrum Health Services Inc 403(B) Plan — Form 5500 plan (Spectrum Health Services 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, Spectrum Health Services Inc 403(B) Plan is a benefit plan reported by Spectrum Health Services Inc under EIN 23-1686225 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $1,776,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrum Health Services Inc
- EIN
- 23-1686225
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $1,776,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250409110046NAL0010849043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,776,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,776,872
- Net assets (BOY)
- $1,281,011
Income & contributions
- Employer contributions
- $74,016
- Participant contributions
- $293,280
- Total contributions
- $409,528
- Total income / additions
- $651,087
Expenses & distributions
- Benefits paid
- $134,648
- Administrative expenses
- $20,578
- Total expenses
- $155,226
- Net increase / (decrease)
- $495,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $11,201 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,058 | $0 | 2023 |
| Atlantic Pension Services, Inc. | CONTRACT ADMIN | $800 | $1,493 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $519 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectrum Health Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Commonwealth Equity Services — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Atlantic Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation