Pa State Ed. Assn Health & Welfare Plan Fund — Form 5500 plan (Pennsylvania State Education Association)
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, Pa State Ed. Assn Health & Welfare Plan Fund is a benefit plan reported by Pennsylvania State Education Association under EIN 23-2121745 and plan number 502. The latest loaded filing year is 2023. The filing reports 214,701 participants and $43,167,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania State Education Association
- EIN
- 23-2121745
- Plan number
- 502
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 214,701
- End-of-year plan assets
- $43,167,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214,701 | H, C | 20250404140936NAL0019586064002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,167,296
- Total liabilities (EOY)
- $3,328,301
- Net assets (EOY)
- $39,838,995
- Net assets (BOY)
- $34,873,461
Income & contributions
- Employer contributions
- $16,744,976
- Total contributions
- $16,744,976
- Total income / additions
- $21,323,684
Expenses & distributions
- Benefits paid
- $14,762,086
- Administrative expenses
- $1,596,064
- Total expenses
- $16,358,150
- Net increase / (decrease)
- $4,965,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Psea | PARTY IN INTEREST | $874,751 | not reported in the loaded dataset | 2023 |
| Ucci, Inc. | NONE | $439,585 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $164,422 | not reported in the loaded dataset | 2023 |
| Mckonly & Asbury, Llp | NONE | $27,914 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $24,300 | not reported in the loaded dataset | 2023 |
| Gunn Mowry LLC | NONE | $11,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennsylvania State Education Association
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Psea — Schedule C compensation
- Ucci, Inc. — Schedule C compensation
- National Vision Administrators — Schedule C compensation
- Mckonly & Asbury, Llp — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Gunn Mowry LLC — Schedule C compensation