Baptist Homes Pension Plan — Form 5500 plan (Baptist Homes Of Western Pennsylvania)
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, Baptist Homes Pension Plan is a benefit plan reported by Baptist Homes Of Western Pennsylvania under EIN 25-1469289 and plan number 002. The latest loaded filing year is 2023. The filing reports 486 participants and $18,379,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Homes Of Western Pennsylvania
- EIN
- 25-1469289
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $18,379,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20240904140724NAL0044011986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,379,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,379,978
- Net assets (BOY)
- $17,471,826
Income & contributions
- Employer contributions
- $421,578
- Participant contributions
- $749,958
- Total contributions
- $1,219,830
- Total income / additions
- $3,630,824
Expenses & distributions
- Benefits paid
- $2,690,040
- Administrative expenses
- $29,418
- Total expenses
- $2,722,672
- Net increase / (decrease)
- $908,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,200 | $0 | 2023 |
| Mckinley Carter Wealth | INVESTMENT ADVISORY | $30,143 | $11 | 2023 |
| Dunbar Bender & Zapf | CONTRACT ADMINISTRATOR | $10,498 | $1,982 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Homes Of Western Pennsylvania
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Principal Life Insurance Company — Schedule C compensation
- Mckinley Carter Wealth — Schedule C compensation
- Dunbar Bender & Zapf — Schedule C compensation