Passavant Memorial Homes Union Employees 401(K) Plan — Form 5500 plan (Passavant Memorial Homes)
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, Passavant Memorial Homes Union Employees 401(K) Plan is a benefit plan reported by Passavant Memorial Homes under EIN 25-1021794 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,098 participants and $4,472,477 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,471,258
Participants1.1KCovered participants reported1,098
Assets / participant$4.1KComputed: assets ÷ participants$4,073 (computed)
Provider compensation$96K2 Schedule C provider row(s)$95,968
- Plan sponsor
- Passavant Memorial Homes
- EIN
- 25-1021794
- Plan number
- 003
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,098 | H, C | 20240709113807NAL0007830435001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$1.2K
Full reported line items
Net assets
- Total assets (EOY)
- $4,472,477
- Total liabilities (EOY)
- $1,219
- Net assets (EOY)
- $4,471,258
- Net assets (BOY)
- $3,824,795
Income & contributions
- Employer contributions
- $74,719
- Participant contributions
- $571,788
- Total contributions
- $647,672
- Total income / additions
- $1,293,507
Expenses & distributions
- Benefits paid
- $551,776
- Administrative expenses
- $94,967
- Total expenses
- $646,743
- Net increase / (decrease)
- $646,764
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $74,830 | $1,076 | 2023 |
| First National Trust Company | NONE | $20,062 | not reported in the loaded dataset | 2023 |