Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto — Form 5500 plan (Catholic Social Services Of The Diocese Of Scranton, Inc.)

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, Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto is a benefit plan reported by Catholic Social Services Of The Diocese Of Scranton, Inc. under EIN 24-0818341 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $13,847,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catholic Social Services Of The Diocese Of Scranton, Inc.
EIN
24-0818341
Plan number
001
Plan type
2
Location
Scranton, PA
Latest filing year
2023
Participants
297
End-of-year plan assets
$13,847,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20250805155821NAL0001982049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,847,385
Total liabilities (EOY)
$0
Net assets (EOY)
$13,847,385
Net assets (BOY)
$12,907,026

Income & contributions

Total contributions
$0
Total income / additions
$1,749,530

Expenses & distributions

Benefits paid
$723,095
Administrative expenses
$86,076
Total expenses
$809,171
Net increase / (decrease)
$940,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Conrad SiegelNONE$17,750not reported in the loaded dataset2023
Comerica BankNONE$12,020not reported in the loaded dataset2023
Concord Advisory GroupNONE$7,669not reported in the loaded dataset2023
Pacific Investment Company LLCNONE$0$02023
Goldman Sachs Financial Square GovnNONE$0$02023

Related Form 5500 pages