?>
Logo

PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 401k Plan overview

Plan NamePHILADELPHIA CORPORATION FOR AGING PENSION PLAN
Plan identification number 001

PHILADELPHIA CORPORATION FOR AGING PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHILADELPHIA CORPORATION FOR AGING has sponsored the creation of one or more 401k plans.

Company Name:PHILADELPHIA CORPORATION FOR AGING
Employer identification number (EIN):231905649
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about PHILADELPHIA CORPORATION FOR AGING

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 278273

More information about PHILADELPHIA CORPORATION FOR AGING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA CORPORATION FOR AGING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-07-15
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01BENJAMIN A ELLIS
0012016-01-01BENJAMIN A ELLIS
0012015-01-01BENJAMIN A ELLIS
0012014-01-01BENJAMIN A ELLIS
0012013-01-01BENJAMIN A ELLIS
0012012-01-01BENJAMIN A ELLIS
0012011-01-01BENJAMIN A. ELLIS
0012009-01-01BENJAMIN A. ELLIS RODNEY WILLIAMS2010-10-05
0012009-01-01BENJAMIN ELLIS RODNEY WILLIAMS2010-10-06

Plan Statistics for PHILADELPHIA CORPORATION FOR AGING PENSION PLAN

401k plan membership statisitcs for PHILADELPHIA CORPORATION FOR AGING PENSION PLAN

Measure Date Value
2022: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31173,809,357
Acturial value of plan assets2022-12-31161,812,656
Funding target for retired participants and beneficiaries receiving payment2022-12-3155,133,353
Number of terminated vested participants2022-12-31514
Fundng target for terminated vested participants2022-12-3117,496,884
Active participant vested funding target2022-12-3140,311,759
Number of active participants2022-12-31408
Total funding liabilities for active participants2022-12-3140,370,400
Total participant count2022-12-311,216
Total funding target for all participants2022-12-31113,000,637
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,840,882
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,946,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,100,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,938,687
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31350,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,938,687
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01925
Total number of active participants reported on line 7a of the Form 55002022-01-01343
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01535
Total of all active and inactive participants2022-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01883
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31160,163,909
Acturial value of plan assets2021-12-31145,213,304
Funding target for retired participants and beneficiaries receiving payment2021-12-3151,461,034
Number of terminated vested participants2021-12-31500
Fundng target for terminated vested participants2021-12-3116,317,439
Active participant vested funding target2021-12-3145,321,033
Number of active participants2021-12-31449
Total funding liabilities for active participants2021-12-3145,396,646
Total participant count2021-12-311,224
Total funding target for all participants2021-12-31113,175,119
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-315,784,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-316,104,864
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-312,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,840,882
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,327,825
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,840,882
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-07-15490
Total number of active participants reported on line 7a of the Form 55002021-07-15483
Number of retired or separated participants receiving benefits2021-07-150
Number of other retired or separated participants entitled to future benefits2021-07-1516
Total of all active and inactive participants2021-07-15499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-150
Total participants2021-07-15499
Number of participants with account balances2021-07-15483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-150
2019: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31114,509,162
Acturial value of plan assets2019-12-31120,275,549
Funding target for retired participants and beneficiaries receiving payment2019-12-3136,587,085
Number of terminated vested participants2019-12-31454
Fundng target for terminated vested participants2019-12-3111,876,243
Active participant vested funding target2019-12-3148,554,687
Number of active participants2019-12-31526
Total funding liabilities for active participants2019-12-3150,527,200
Total participant count2019-12-311,199
Total funding target for all participants2019-12-3198,990,528
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3128,631,783
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,235,113
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3126,396,670
Present value of excess contributions2019-12-317,173,489
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,351,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-317,351,840
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3132,431,316
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,694,694
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,569,886
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,672,260
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,569,886
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,199
Total number of active participants reported on line 7a of the Form 55002019-01-01503
Number of retired or separated participants receiving benefits2019-01-01233
Number of other retired or separated participants entitled to future benefits2019-01-01461
Total of all active and inactive participants2019-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31112,298,852
Acturial value of plan assets2018-12-31106,164,469
Funding target for retired participants and beneficiaries receiving payment2018-12-3129,703,782
Number of terminated vested participants2018-12-31423
Fundng target for terminated vested participants2018-12-319,813,983
Active participant vested funding target2018-12-3147,035,307
Number of active participants2018-12-31600
Total funding liabilities for active participants2018-12-3148,764,444
Total participant count2018-12-311,213
Total funding target for all participants2018-12-3188,282,209
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3125,663,653
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-314,115,646
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3121,548,007
Present value of excess contributions2018-12-313,355,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,858,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-313,858,039
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3128,631,783
Total employer contributions2018-12-3110,669,746
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3110,021,964
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,260,519
Net shortfall amortization installment of oustanding balance2018-12-3110,749,523
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,083,588
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,235,113
Additional cash requirement2018-12-312,848,475
Contributions allocatedtoward minimum required contributions for current year2018-12-3110,021,964
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,213
Total number of active participants reported on line 7a of the Form 55002018-01-01526
Number of retired or separated participants receiving benefits2018-01-01205
Number of other retired or separated participants entitled to future benefits2018-01-01453
Total of all active and inactive participants2018-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3196,692,246
Acturial value of plan assets2017-12-3197,770,918
Funding target for retired participants and beneficiaries receiving payment2017-12-3123,442,316
Number of terminated vested participants2017-12-31421
Fundng target for terminated vested participants2017-12-3110,255,903
Active participant vested funding target2017-12-3140,364,844
Number of active participants2017-12-31625
Total funding liabilities for active participants2017-12-3141,921,484
Total participant count2017-12-311,211
Total funding target for all participants2017-12-3175,619,703
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3120,794,281
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3120,794,281
Present value of excess contributions2017-12-312,819,848
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,995,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-312,995,807
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3125,663,653
Total employer contributions2017-12-313,479,647
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,355,692
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,538,862
Net shortfall amortization installment of oustanding balance2017-12-313,512,438
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,115,646
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-314,115,646
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-313,355,692
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,211
Total number of active participants reported on line 7a of the Form 55002017-01-01600
Number of retired or separated participants receiving benefits2017-01-01179
Number of other retired or separated participants entitled to future benefits2017-01-01423
Total of all active and inactive participants2017-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-011,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3187,862,063
Acturial value of plan assets2016-12-3192,089,441
Funding target for retired participants and beneficiaries receiving payment2016-12-3119,046,810
Number of terminated vested participants2016-12-31413
Fundng target for terminated vested participants2016-12-318,797,882
Active participant vested funding target2016-12-3139,131,404
Number of active participants2016-12-31606
Total funding liabilities for active participants2016-12-3140,646,276
Total participant count2016-12-311,161
Total funding target for all participants2016-12-3168,490,968
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3122,606,218
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-311,544,418
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3121,061,800
Present value of excess contributions2016-12-313,609,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,716,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-313,716,274
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-313,629,955
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3120,794,281
Total employer contributions2016-12-313,025,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,819,848
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,804,192
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,819,848
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,161
Total number of active participants reported on line 7a of the Form 55002016-01-01625
Number of retired or separated participants receiving benefits2016-01-01156
Number of other retired or separated participants entitled to future benefits2016-01-01421
Total of all active and inactive participants2016-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,093
Total number of active participants reported on line 7a of the Form 55002015-01-01606
Number of retired or separated participants receiving benefits2015-01-01137
Number of other retired or separated participants entitled to future benefits2015-01-01413
Total of all active and inactive participants2015-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,039
Total number of active participants reported on line 7a of the Form 55002014-01-01558
Number of retired or separated participants receiving benefits2014-01-01114
Number of other retired or separated participants entitled to future benefits2014-01-01413
Total of all active and inactive participants2014-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,024
Total number of active participants reported on line 7a of the Form 55002013-01-01521
Number of retired or separated participants receiving benefits2013-01-0186
Number of other retired or separated participants entitled to future benefits2013-01-01426
Total of all active and inactive participants2013-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,009
Total number of active participants reported on line 7a of the Form 55002012-01-01533
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-01431
Total of all active and inactive participants2012-01-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01977
Total number of active participants reported on line 7a of the Form 55002011-01-01600
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01379
Total of all active and inactive participants2011-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01893
Total number of active participants reported on line 7a of the Form 55002009-01-01580
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01367
Total of all active and inactive participants2009-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on PHILADELPHIA CORPORATION FOR AGING PENSION PLAN

Measure Date Value
2022 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-45,114,327
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,764,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,492,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,100,000
Value of total assets at end of year2022-12-31$123,984,601
Value of total assets at beginning of year2022-12-31$173,863,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$272,223
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$106,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,878,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,984,601
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$173,863,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$121,884,601
Value of interest in pooled separate accounts at beginning of year2022-12-31$171,863,177
Net investment gain/loss from pooled separate accounts2022-12-31$-47,214,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,100,000
Employer contributions (assets) at end of year2022-12-31$2,100,000
Employer contributions (assets) at beginning of year2022-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,492,026
Contract administrator fees2022-12-31$165,391
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,218,543
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,191,574
Value of total assets at end of year2021-12-31$1,212,528
Value of total assets at beginning of year2021-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,982
Total interest from all sources2021-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,419
Administrative expenses professional fees incurred2021-12-31$33,671
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$360,964
Participant contributions at end of year2021-12-31$902
Participant contributions at end of year2021-12-31$39,279
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,772
Administrative expenses (other) incurred2021-12-31$106,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,212,528
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,212,528
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$115,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,081,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,236,965
Value of interest in pooled separate accounts at end of year2021-12-31$171,863,177
Interest on participant loans2021-12-31$9
Interest earned on other investments2021-12-31$28
Value of interest in common/collective trusts at beginning of year2021-12-31$27,822,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,513
Net investment gain/loss from pooled separate accounts2021-12-31$10,609,081
Net investment gain or loss from common/collective trusts2021-12-31$-175,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$816,838
Employer contributions (assets) at end of year2021-12-31$81,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,033
Contract administrator fees2021-12-31$1,982
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
2019 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$24,463,193
Total of all expenses incurred2019-12-31$3,367,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,249,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,694,694
Value of total assets at end of year2019-12-31$135,789,695
Value of total assets at beginning of year2019-12-31$114,694,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,596
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,832,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,832,606
Administrative expenses professional fees incurred2019-12-31$117,596
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,095,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$135,789,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,694,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$109,854,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$75,683,314
Value of interest in common/collective trusts at end of year2019-12-31$24,529,228
Value of interest in common/collective trusts at beginning of year2019-12-31$33,010,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,355,836
Net investment gain or loss from common/collective trusts2019-12-31$5,580,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,694,694
Employer contributions (assets) at end of year2019-12-31$1,405,509
Employer contributions (assets) at beginning of year2019-12-31$6,000,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,249,966
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31222428965
2018 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,033,656
Total of all expenses incurred2018-12-31$2,644,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,518,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,669,746
Value of total assets at end of year2018-12-31$114,694,064
Value of total assets at beginning of year2018-12-31$112,304,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,730,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,730,399
Administrative expenses professional fees incurred2018-12-31$126,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,389,199
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,694,064
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,304,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$75,683,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,410,705
Value of interest in common/collective trusts at end of year2018-12-31$33,010,229
Value of interest in common/collective trusts at beginning of year2018-12-31$36,524,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,091,751
Net investment gain or loss from common/collective trusts2018-12-31$-1,274,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,669,746
Employer contributions (assets) at end of year2018-12-31$6,000,521
Employer contributions (assets) at beginning of year2018-12-31$369,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,518,457
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31222428965
2017 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$17,923,318
Total of all expenses incurred2017-12-31$2,339,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,213,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,479,647
Value of total assets at end of year2017-12-31$112,304,865
Value of total assets at beginning of year2017-12-31$96,721,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,565,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,565,844
Administrative expenses professional fees incurred2017-12-31$126,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$135,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,583,427
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,304,865
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,721,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,410,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,951,202
Value of interest in common/collective trusts at end of year2017-12-31$36,524,862
Value of interest in common/collective trusts at beginning of year2017-12-31$30,745,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,478,035
Net investment gain or loss from common/collective trusts2017-12-31$4,264,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,479,647
Employer contributions (assets) at end of year2017-12-31$369,298
Employer contributions (assets) at beginning of year2017-12-31$3,025,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,213,891
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31222428965
2016 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,745,540
Total of all expenses incurred2016-12-31$1,964,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,838,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,025,000
Value of total assets at end of year2016-12-31$96,721,438
Value of total assets at beginning of year2016-12-31$87,940,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,580,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,580,673
Administrative expenses professional fees incurred2016-12-31$126,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$106,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,780,902
Value of net assets at end of year (total assets less liabilities)2016-12-31$96,721,438
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,940,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,951,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,202,404
Value of interest in common/collective trusts at end of year2016-12-31$30,745,236
Value of interest in common/collective trusts at beginning of year2016-12-31$27,818,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,949,588
Net investment gain or loss from common/collective trusts2016-12-31$3,083,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,025,000
Employer contributions (assets) at end of year2016-12-31$3,025,000
Employer contributions (assets) at beginning of year2016-12-31$3,920,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,838,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,311,666
Total of all expenses incurred2015-12-31$1,570,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,444,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,750,000
Value of total assets at end of year2015-12-31$87,940,536
Value of total assets at beginning of year2015-12-31$85,199,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,332,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,332,705
Administrative expenses professional fees incurred2015-12-31$126,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$111,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,740,834
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,940,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$85,199,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,202,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,672,898
Value of interest in common/collective trusts at end of year2015-12-31$27,818,132
Value of interest in common/collective trusts at beginning of year2015-12-31$30,526,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,272,726
Net investment gain or loss from common/collective trusts2015-12-31$-609,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,750,000
Employer contributions (assets) at end of year2015-12-31$3,920,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,444,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31222428965
2014 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$11,822,863
Total of all expenses incurred2014-12-31$1,414,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,288,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,635,000
Value of total assets at end of year2014-12-31$85,199,702
Value of total assets at beginning of year2014-12-31$74,790,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,321,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,321,235
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$92,667
Administrative expenses (other) incurred2014-12-31$126,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,408,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$85,199,702
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$74,790,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,672,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,843,084
Value of interest in common/collective trusts at end of year2014-12-31$30,526,804
Value of interest in common/collective trusts at beginning of year2014-12-31$23,447,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,908,451
Net investment gain or loss from common/collective trusts2014-12-31$3,865,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,635,000
Employer contributions (assets) at beginning of year2014-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,288,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2014-12-31222428965
2013 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,776,459
Total of all expenses incurred2013-12-31$1,092,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$966,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,680,000
Value of total assets at end of year2013-12-31$73,290,904
Value of total assets at beginning of year2013-12-31$64,606,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$933,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$933,794
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$68,200
Administrative expenses (other) incurred2013-12-31$126,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,684,262
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,290,904
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,606,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,843,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,090,987
Value of interest in common/collective trusts at end of year2013-12-31$23,447,820
Value of interest in common/collective trusts at beginning of year2013-12-31$20,515,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,746,874
Net investment gain or loss from common/collective trusts2013-12-31$2,347,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,680,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$966,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31222428965
2012 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,263,695
Total of all expenses incurred2012-12-31$561,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$435,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,625,000
Value of total assets at end of year2012-12-31$64,606,642
Value of total assets at beginning of year2012-12-31$54,904,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$126,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,350,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,350,026
Administrative expenses professional fees incurred2012-12-31$126,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$63,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,702,072
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,606,642
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,904,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$44,090,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,726,184
Value of interest in common/collective trusts at end of year2012-12-31$20,515,655
Value of interest in common/collective trusts at beginning of year2012-12-31$23,178,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,434,892
Net investment gain or loss from common/collective trusts2012-12-31$2,790,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$435,623
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31222428965
2011 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,560
Total income from all sources (including contributions)2011-12-31$5,780,916
Total of all expenses incurred2011-12-31$261,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,715,000
Value of total assets at end of year2011-12-31$54,904,570
Value of total assets at beginning of year2011-12-31$49,387,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$127,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$791,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$791,579
Administrative expenses professional fees incurred2011-12-31$126,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,560
Other income not declared elsewhere2011-12-31$58,676
Administrative expenses (other) incurred2011-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,519,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,904,570
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,385,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,726,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,785,220
Value of interest in common/collective trusts at end of year2011-12-31$23,178,386
Value of interest in common/collective trusts at beginning of year2011-12-31$20,601,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,195,756
Net investment gain or loss from common/collective trusts2011-12-31$2,411,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,715,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,803
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEISER MAZARS, LLP
Accountancy firm EIN2011-12-31131459550
2010 : PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,560
Total income from all sources (including contributions)2010-12-31$10,661,361
Total of all expenses incurred2010-12-31$631,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$548,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,160,000
Value of total assets at end of year2010-12-31$49,387,017
Value of total assets at beginning of year2010-12-31$39,355,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,008
Total interest from all sources2010-12-31$109,604
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$639,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$639,437
Administrative expenses professional fees incurred2010-12-31$42,128
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,560
Administrative expenses (other) incurred2010-12-31$3,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,030,355
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,385,457
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,355,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,785,220
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,737,558
Interest earned on other investments2010-12-31$109,604
Value of interest in common/collective trusts at end of year2010-12-31$20,601,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,617,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,350,889
Net investment gain/loss from pooled separate accounts2010-12-31$735,302
Net investment gain or loss from common/collective trusts2010-12-31$1,666,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$548,998
Contract administrator fees2010-12-31$36,115
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISER MAZARS, LLP
Accountancy firm EIN2010-12-31131459550

Form 5500 Responses for PHILADELPHIA CORPORATION FOR AGING PENSION PLAN

2022: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2021 form 5500 responses
2021-07-15Type of plan entitySingle employer plan
2021-07-15First time form 5500 has been submittedYes
2021-07-15This submission is the final filingNo
2021-07-15This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-15Plan is a collectively bargained planNo
2021-07-15Plan funding arrangement – InsuranceYes
2021-07-15Plan funding arrangement – TrustYes
2021-07-15Plan benefit arrangement – InsuranceYes
2021-07-15Plan benefit arrangement - TrustYes
2019: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHILADELPHIA CORPORATION FOR AGING PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820690
Policy instance 1
Insurance contract or identification number820690
Number of Individuals Covered883
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered0
Insurance policy start date2021-07-15
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820690
Policy instance 1
Insurance contract or identification number820690
Number of Individuals Covered1217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051579-K
Policy instance 1
Insurance contract or identification number051579-K
Insurance policy start date2010-01-01
Insurance policy end date2010-07-14
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3