Penn Terminals, LLC. Employee Benefit Plan — Form 5500 plan (Penn Terminals, LLC.)
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, Penn Terminals, LLC. Employee Benefit Plan is a benefit plan reported by Penn Terminals, LLC. under EIN 23-2420637 and plan number 501. The latest loaded filing year is 2023. The filing reports 166 participants and $735,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Terminals, LLC.
- EIN
- 23-2420637
- Plan number
- 501
- Plan type
- 2
- Location
- Eddystone, PA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $735,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241010105511NAL0011392051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $735,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $735,336
- Net assets (BOY)
- $219,129
Income & contributions
- Employer contributions
- $3,823,387
- Participant contributions
- $1,039,023
- Total contributions
- $4,862,410
- Total income / additions
- $4,873,699
Expenses & distributions
- Benefits paid
- $4,240,775
- Administrative expenses
- $116,717
- Total expenses
- $4,357,492
- Net increase / (decrease)
- $516,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Health Plans | ADMIN | $88,541 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $34,090 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $11,829 | not reported in the loaded dataset | 2023 |
| Corporate Synergies Group LLC | BROKER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Terminals, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Eddystone, PA
- Aetna Health Plans — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Corporate Synergies Group LLC — Schedule C compensation