Plan5500

Clarion Healthcare System, Inc. Pension Plan — Form 5500 plan (Clarion Healthcare System, Inc.)

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, Clarion Healthcare System, Inc. Pension Plan is a benefit plan reported by Clarion Healthcare System, Inc. under EIN 25-1534023 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $16,217,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clarion Healthcare System, Inc.
EIN
25-1534023
Plan number
001
Plan type
2
Location
Clarion, PA
Latest filing year
2023
Participants
382
End-of-year plan assets
$16,217,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241014202324NAL0015512995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,217,394
Net assets (EOY)
$16,217,394
Net assets (BOY)
$16,184,424

Income & contributions

Total income / additions
$2,149,332

Expenses & distributions

Benefits paid
$2,076,776
Administrative expenses
$39,586
Total expenses
$2,116,362
Net increase / (decrease)
$32,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$29,359$02023
Fragasso Financial AdvisorsINVESTMENT ADVISOR$10,227not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages