Phh Pension Plan — Form 5500 plan (Penn Highlands Healthcare)
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, Phh Pension Plan is a benefit plan reported by Penn Highlands Healthcare under EIN 32-0345810 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,201 participants and $134,201,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Highlands Healthcare
- EIN
- 32-0345810
- Plan number
- 003
- Plan type
- 2
- Location
- Dubois, PA
- Latest filing year
- 2023
- Participants
- 2,201
- End-of-year plan assets
- $134,201,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,201 | H, C | 20241014105600NAL0013164403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,201,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,201,687
- Net assets (BOY)
- $129,481,598
Income & contributions
- Employer contributions
- $173,134
- Total contributions
- $173,134
- Total income / additions
- $14,974,575
Expenses & distributions
- Benefits paid
- $8,948,189
- Administrative expenses
- $1,306,297
- Total expenses
- $10,254,486
- Net increase / (decrease)
- $4,720,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc LLC | NONE | $210,832 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $175,041 | not reported in the loaded dataset | 2023 |
| Definiti | NONE | $70,903 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $57,347 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $56,169 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $24,331 | not reported in the loaded dataset | 2023 |
| Wellington Management Inc. | NONE | $22,352 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $19,051 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates | NONE | $5,857 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $5,507 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Highlands Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dubois, PA
- Nepc LLC — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Definiti — Schedule C compensation
- Sei Investments — Schedule C compensation
- Us Bank — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Wellington Management Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- State Street Global Advisors — Schedule C compensation