Plan5500

Defined Benefit Pension Plan For The Employees Of Excela Health — Form 5500 plan (Excela Health)

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 Pension Plan For The Employees Of Excela Health is a benefit plan reported by Excela Health under EIN 25-1471089 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,518 participants and $121,493,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excela Health
EIN
25-1471089
Plan number
001
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
1,518
End-of-year plan assets
$121,493,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,518H, C20241015101952NAL0055550754002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,493,514
Net assets (EOY)
$121,493,514
Net assets (BOY)
$117,166,946

Income & contributions

Employer contributions
$4,690,635
Total contributions
$4,690,635
Total income / additions
$20,068,182

Expenses & distributions

Benefits paid
$14,241,810
Administrative expenses
$1,499,804
Total expenses
$15,741,614
Net increase / (decrease)
$4,326,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Investment Management Corp.NONE$328,859not reported in the loaded dataset2023
Towers Watson, IncNONE$107,136not reported in the loaded dataset2023
Sei Private Trust CompanyNONE$11,959not reported in the loaded dataset2023

Related Form 5500 pages