Presbyterian Seniorcare Retirement Plan — Form 5500 plan (Presbyterian Seniorcare)

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, Presbyterian Seniorcare Retirement Plan is a benefit plan reported by Presbyterian Seniorcare under EIN 25-0969422 and plan number 002. The latest loaded filing year is 2023. The filing reports 924 participants and $14,100,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Seniorcare
EIN
25-0969422
Plan number
002
Plan type
2
Location
Oakmont, PA
Latest filing year
2023
Participants
924
End-of-year plan assets
$14,100,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023924H, C20241009143833NAL0019447809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,100,433
Total liabilities (EOY)
$0
Net assets (EOY)
$14,100,433
Net assets (BOY)
$12,528,618

Income & contributions

Employer contributions
$164,782
Participant contributions
$1,179,261
Total contributions
$1,448,286
Total income / additions
$3,449,087

Expenses & distributions

Benefits paid
$1,812,653
Administrative expenses
$62,984
Total expenses
$1,877,272
Net increase / (decrease)
$1,571,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$38,329$02023
Corporate Benefits Consultants IncNONE$24,112not reported in the loaded dataset2023

Related Form 5500 pages