Geisinger System Services 401k Savings Plan — Form 5500 plan (Geisinger System Services)

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, Geisinger System Services 401k Savings Plan is a benefit plan reported by Geisinger System Services under EIN 23-2164794 and plan number 002. The latest loaded filing year is 2023. The filing reports 32,154 participants and $2,615,887,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geisinger System Services
EIN
23-2164794
Plan number
002
Plan type
2
Location
Danville, PA
Latest filing year
2023
Participants
32,154
End-of-year plan assets
$2,615,887,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332,154H, C20241009084508NAL0009044739003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,615,887,325
Total liabilities (EOY)
$94,488
Net assets (EOY)
$2,615,792,837
Net assets (BOY)
$2,219,179,064

Income & contributions

Employer contributions
$103,814,449
Participant contributions
$88,365,866
Total contributions
$204,032,826
Total income / additions
$605,041,060

Expenses & distributions

Benefits paid
$205,988,371
Administrative expenses
$1,492,567
Total expenses
$208,427,287
Net increase / (decrease)
$396,613,773

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl Opers CoRECORDKEEPER$1,061,597$02023
Capfinancial Partners, LLCNONE$28,333not reported in the loaded dataset2023
Smith & Downey PaNONE$25,260not reported in the loaded dataset2023
Baker Tilly Virchow Krause LlpACCOUNTANT/AUDITOR$20,880not reported in the loaded dataset2023
Fidelity Investments Instl Opers CoRECORDKEEPER$0$02023

Related Form 5500 pages