The Health Federation Of Philadelphia 403(B) Plan — Form 5500 plan (The Health Federation Of Philadelphia)
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 Health Federation Of Philadelphia 403(B) Plan is a benefit plan reported by The Health Federation Of Philadelphia under EIN 23-2244355 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $17,640,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Health Federation Of Philadelphia
- EIN
- 23-2244355
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $17,640,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20241015072131NAL0015936531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,640,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,640,822
- Net assets (BOY)
- $14,689,416
Income & contributions
- Employer contributions
- $1,288,397
- Participant contributions
- $959,140
- Total contributions
- $2,438,156
- Total income / additions
- $4,763,704
Expenses & distributions
- Benefits paid
- $1,656,885
- Administrative expenses
- $101,199
- Total expenses
- $1,812,298
- Net increase / (decrease)
- $2,951,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPER | $67,271 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,160 | $0 | 2023 |
| Commonwealth Financial Network | CONSULTANT | $8,573 | $12,811 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Health Federation Of Philadelphia
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Futureplan By Ascensus — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation