The Glenmede Corporation Retirement Plan — Form 5500 plan (The Glenmede Corporation)

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, The Glenmede Corporation Retirement Plan is a benefit plan reported by The Glenmede Corporation under EIN 23-2228772 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $101,104,573 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$101.1MPlan net assets, end of year$101,104,573
Participants353Covered participants reported
Assets / participant$286.4KComputed: assets ÷ participants$286,415 (computed)
Provider compensation$304K3 Schedule C provider row(s)$304,000
Plan sponsor
The Glenmede Corporation
EIN
23-2228772
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20240925163215NAL0008503891001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$101.1M total assets
Net assets$101.1MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$4.4M
Benefits paid / distributions$4.1M
Contributions
Employer$0
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$101,104,573
Total liabilities (EOY)
$0
Net assets (EOY)
$101,104,573
Net assets (BOY)
$96,753,321

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$8,744,727

Expenses & distributions

Benefits paid
$4,054,459
Administrative expenses
$339,016
Total expenses
$4,393,475
Net increase / (decrease)
$4,351,252
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional Trust Co.NONE$232,500$02023
Towers Watson Delaware, IncNONE$41,500not reported in the loaded dataset2023
The Northern Trust CompanyNONE$30,000not reported in the loaded dataset2023

Related Form 5500 pages