Penn State Health Tax Sheltered Annuity Program — Form 5500 plan (Penn State 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, Penn State Health Tax Sheltered Annuity Program is a benefit plan reported by Penn State Health under EIN 47-3769205 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,045 participants and $444,288,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn State Health
- EIN
- 47-3769205
- Plan number
- 002
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 19,045
- End-of-year plan assets
- $444,288,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,045 | H, C | 20240724115950NAL0028243778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $444,288,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $444,288,473
- Net assets (BOY)
- $372,847,406
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $36,505,892
- Total contributions
- $36,977,426
- Total income / additions
- $101,829,112
Expenses & distributions
- Benefits paid
- $30,124,743
- Administrative expenses
- $247,605
- Total expenses
- $30,388,045
- Net increase / (decrease)
- $71,441,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref Investment Management | RECORDKEEPER | $128,293 | $0 | 2023 |
| Empower Annuity Investment Company | RECORDKEEPER | $42,997 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGMENT | $31,016 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $22,950 | not reported in the loaded dataset | 2023 |
| Hanlon Investment Management, Inc. | INVESTMENT ADVISORY | $5,196 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co. | RECORDKEEPER | $3,716 | $0 | 2023 |
| Larson Financial Group | INVESTMENT ADVISORY | $2,385 | not reported in the loaded dataset | 2023 |
| Fort Pitt Capital Group, LLC | INVESTMENT ADVISORY | $2,211 | not reported in the loaded dataset | 2023 |
| Signature Estate & Investment | INVESTMENT ADVISORY | $1,494 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments,Ltd | INVESTMENT ADVISORY | $1,017 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $805 | not reported in the loaded dataset | 2023 |
| Apollon Wealth Management, LLC | INVESTMENT ADVISORY | $746 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn State Health
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hershey, PA
- Tiaa-Cref Investment Management — Schedule C compensation
- Empower Annuity Investment Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Hanlon Investment Management, Inc. — Schedule C compensation
- Variable Annuity Life Insurance Co. — Schedule C compensation
- Larson Financial Group — Schedule C compensation
- Fort Pitt Capital Group, LLC — Schedule C compensation
- Signature Estate & Investment — Schedule C compensation
- Flexible Plan Investments,Ltd — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Apollon Wealth Management, LLC — Schedule C compensation