Plan5500

Pinnacle Health System 401(K) Plan — Form 5500 plan (Upmc Pinnacle)

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, Pinnacle Health System 401(K) Plan is a benefit plan reported by Upmc Pinnacle under EIN 25-1778658 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,331 participants and $77,581,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Pinnacle
EIN
25-1778658
Plan number
006
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
1,331
End-of-year plan assets
$77,581,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,331H, C20241010084033NAL0011303219003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,581,100
Net assets (EOY)
$77,581,100
Net assets (BOY)
$71,827,163

Income & contributions

Total income / additions
$12,380,589

Expenses & distributions

Benefits paid
$6,427,798
Administrative expenses
$195,942
Total expenses
$6,626,652
Net increase / (decrease)
$5,753,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Ret. Ins. And Annuity CoRECORDKEEPER$121,799not reported in the loaded dataset2023
Resources Investment Advisors, Inc.INVESTMENT ADVISOR$73,229not reported in the loaded dataset2023

Related Form 5500 pages