Retirement Plan Of Lebanon Valley Brethren Home — Form 5500 plan (Lebanon Valley Brethren Home)
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, Retirement Plan Of Lebanon Valley Brethren Home is a benefit plan reported by Lebanon Valley Brethren Home under EIN 23-7404857 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $11,810,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lebanon Valley Brethren Home
- EIN
- 23-7404857
- Plan number
- 001
- Plan type
- 2
- Location
- Palmyra, PA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $11,810,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240920091250NAL0014966386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,810,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,810,878
- Net assets (BOY)
- $10,227,751
Income & contributions
- Employer contributions
- $480,408
- Participant contributions
- $674,487
- Total contributions
- $1,273,997
- Total income / additions
- $2,770,243
Expenses & distributions
- Benefits paid
- $1,133,714
- Administrative expenses
- $53,402
- Total expenses
- $1,187,116
- Net increase / (decrease)
- $1,583,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,812 | $0 | 2023 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISORY | $26,590 | $6 | 2023 |
| Pa Retirement Solutions Inc | OTHER SERVICES | $0 | $4,778 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lebanon Valley Brethren Home
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Palmyra, PA
- Principal Life Insurance Company — Schedule C compensation
- Triad Hybrid Solutions, LLC — Schedule C compensation
- Pa Retirement Solutions Inc — Schedule C compensation