Amerihealth Caritas Pension Plan — Form 5500 plan (Amerihealth Caritas Services, LLC)
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, Amerihealth Caritas Pension Plan is a benefit plan reported by Amerihealth Caritas Services, LLC under EIN 45-5415725 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,585 participants and $186,330,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerihealth Caritas Services, LLC
- EIN
- 45-5415725
- Plan number
- 002
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 2,585
- End-of-year plan assets
- $186,330,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,585 | H, C | 20240819130953NAL0002593968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,330,235
- Total liabilities (EOY)
- $323,706
- Net assets (EOY)
- $186,006,529
- Net assets (BOY)
- $161,323,797
Income & contributions
- Employer contributions
- $4,000,000
- Total contributions
- $4,000,000
- Total income / additions
- $29,263,846
Expenses & distributions
- Benefits paid
- $3,290,087
- Administrative expenses
- $1,291,027
- Total expenses
- $4,581,114
- Net increase / (decrease)
- $24,682,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson LLC | NONE | $484,639 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management LLC | NONE | $164,351 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | TRUSTEE | $99,382 | $0 | 2023 |
| Sterling Capital Mgmt | NONE | $59,015 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of Amer | NONE | $21,870 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amerihealth Caritas Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown Square, PA
- Willis Towers Watson LLC — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Sterling Capital Mgmt — Schedule C compensation
- Prudential Insurance Co. Of Amer — Schedule C compensation