Gift Of Life Donor Program 403(B) Plan — Form 5500 plan (Greater Delaware Valley Society Of Transplant Surgeons)
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, Gift Of Life Donor Program 403(B) Plan is a benefit plan reported by Greater Delaware Valley Society Of Transplant Surgeons under EIN 23-7388767 and plan number 003. The latest loaded filing year is 2023. The filing reports 466 participants and $62,517,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Delaware Valley Society Of Transplant Surgeons
- EIN
- 23-7388767
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $62,517,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241015092107NAL0056765474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,517,473
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $62,517,424
- Net assets (BOY)
- $50,889,573
Income & contributions
- Employer contributions
- $2,627,865
- Participant contributions
- $2,241,602
- Total contributions
- $5,016,117
- Total income / additions
- $13,157,317
Expenses & distributions
- Benefits paid
- $1,269,040
- Administrative expenses
- $246,451
- Total expenses
- $1,529,466
- Net increase / (decrease)
- $11,627,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $156,138 | $0 | 2023 |
| Cornerstone Advisors Asset Mgmt | ADVISOR | $90,313 | not reported in the loaded dataset | 2023 |