Plan5500

Geisinger Health Plan 401k Savings Plan — Form 5500 plan (Geisinger Health Plan)

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 Health Plan 401k Savings Plan is a benefit plan reported by Geisinger Health Plan under EIN 23-2311553 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,327 participants and $174,942,334 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geisinger Health Plan
EIN
23-2311553
Plan number
001
Plan type
2
Location
Danville, PA
Latest filing year
2023
Participants
2,327
End-of-year plan assets
$174,942,334

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,327H, C20241009084508NAL0009044739005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,942,334
Total liabilities (EOY)
$6,275
Net assets (EOY)
$174,936,059
Net assets (BOY)
$153,504,931

Income & contributions

Employer contributions
$4,778,017
Participant contributions
$7,130,213
Total contributions
$12,567,297
Total income / additions
$39,595,823

Expenses & distributions

Benefits paid
$18,052,360
Administrative expenses
$85,949
Total expenses
$18,164,695
Net increase / (decrease)
$21,431,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst Op Co IncRECORDKEEPER$36,568$02023
Capfinancial Partners, LLCNONE$20,388not reported in the loaded dataset2023
Smith & Downey PaNONE$5,834not reported in the loaded dataset2023
Fidelity Investments Inst Op Co IncRECORDKEEPER$0$02023

Related Form 5500 pages