Original filing (PDF)20250403125220NAL0006383811001

PENNSYLVANIA STATE EDUCATION ASSOC

Name: PENNSYLVANIA STATE EDUCATION ASSOC — PENNSYLVANIA STATE EDUCATION ASSOCIATION STAFF HEALTH REIMBURSEMENT ACCOUNT PLAN, Form 5500 (2023)
Creator: PENNSYLVANIA STATE EDUCATION ASSOC

Form 5500-SF

FILING_RECEIVED

PENNSYLVANIA STATE EDUCATION ASSOCIATION STAFF HEALTH REIMBURSEMENT ACCOUNT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA STATE EDUCATION ASSOC.

Plan sponsor

Name

PENNSYLVANIA STATE EDUCATION ASSOC

EIN

23-0961125

Address

400 NORTH THIRD STREET · HARRISBURG, PA · 17101

Phone

(717) 255-7000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

514

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-03

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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