Geisinger System Services Tax Sheltered Annuity Program — 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 Tax Sheltered Annuity Program is a benefit plan reported by Geisinger System Services under EIN 23-2164794 and plan number 003. The latest loaded filing year is 2023. The filing reports 26,554 participants and $936,629,813 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
- 003
- Plan type
- 2
- Location
- Danville, PA
- Latest filing year
- 2023
- Participants
- 26,554
- End-of-year plan assets
- $936,629,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,554 | H, C | 20241009084508NAL0009044739004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $936,629,813
- Total liabilities (EOY)
- $26,327
- Net assets (EOY)
- $936,603,486
- Net assets (BOY)
- $810,403,475
Income & contributions
- Participant contributions
- $64,784,615
- Total contributions
- $70,130,391
- Total income / additions
- $216,439,529
Expenses & distributions
- Benefits paid
- $90,076,352
- Administrative expenses
- $86,919
- Total expenses
- $90,239,518
- Net increase / (decrease)
- $126,200,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Parters, LLC | NONE | $32,748 | not reported in the loaded dataset | 2023 |
| Smith Downey Pa | NONE | $3,028 | not reported in the loaded dataset | 2023 |
| Brighthouse Life Insurance Company | CONTRACT ADMINISTRATOR | $1,164 | $0 | 2023 |
| Equitable Financial Life Ins Co. | RECORDKEEPER | $0 | $811 | 2023 |
| Brighthouse Life Insurance Company | CONTRACT ADMINISTRATOR | $240 | $0 | 2023 |
| Metropolitan Life Insurance Co | RECORDKEEPER | $73 | $0 | 2023 |
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $25 | $0 | 2023 |
| Voya Retirement Ins. & Annuity Co. | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
| Fidelity Investments Inst Ops Co | RECORDKEEPER | $0 | $0 | 2023 |
| Fidelity Investments Inst Ops Co | RECORDKEEPER | $89,625 | -$245,699 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geisinger System Services
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Danville, PA
- Capfinancial Parters, LLC — Schedule C compensation
- Smith Downey Pa — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation
- Equitable Financial Life Ins Co. — Schedule C compensation
- Metropolitan Life Insurance Co — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation
- Fidelity Investments Inst Ops Co — Schedule C compensation