Titusville Area Hospital Tsa Annuity Plan — Form 5500 plan (Titusville Area Hospital)

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, Titusville Area Hospital Tsa Annuity Plan is a benefit plan reported by Titusville Area Hospital under EIN 25-0965579 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $7,535,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Titusville Area Hospital
EIN
25-0965579
Plan number
001
Plan type
2
Location
Titusville, PA
Latest filing year
2023
Participants
139
End-of-year plan assets
$7,535,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241011090729NAL0010753635002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,535,585
Net assets (EOY)
$7,535,585
Net assets (BOY)
$6,329,684

Income & contributions

Employer contributions
$128,767
Participant contributions
$504,917
Total contributions
$768,144
Total income / additions
$1,714,485

Expenses & distributions

Benefits paid
$498,712
Administrative expenses
$9,872
Total expenses
$508,584
Net increase / (decrease)
$1,205,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$9,872$02023

Related Form 5500 pages