Back to filter
Original filing (PDF)20260225120714NAL0003217792001
JACKSON SIEGELBAUM GASTROENTEROLOGY, LTD
Form 5500
FILING_RECEIVED
JACKSON SIEGELBAUM GASTROENTEROLOGY, LTD GROUP INSURANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON SIEGELBAUM GASTROENTEROLOGY, LTD.
Plan sponsor
Name
JACKSON SIEGELBAUM GASTROENTEROLOGY, LTD
EIN
23-2028097
Address
423 N. 21ST STREET, SUITE 100 · CAMP HILL, PA · 17011
Phone
(717) 525-6468
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-25
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
4D · Dental
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Offices of Physicians plans
DESERT WEST OBSTETRICS & GYNECOLOGY, LTD.
DESERT WEST OBSTETRICS & GYNECOLOGY, LTD. 401(K) PLAN
$0
ADVANCED HAND AND WRIST SPECIALIST, P.C.
ADVANCED HAND AND WRIST SPECIALIST DEFINED BENEFIT PLAN
$0
WESTSIDE INTERNAL MEDICINE, P.C.
WESTSIDE INTERNAL MEDICINE, P.C. CASH BALANCE PLAN
$0
ARIZONA CENTER FOR HAND SURGERY, P.C.
ARIZONA CENTER FOR HAND SURGERY, P.C. 401(K) PROFIT SHARING PLAN
$0
P RONEN MD PA
P RONEN MD PA 401(K) PROFIT SHARING PLAN & TRUST
$0
CHESTNUT MEDICINE OF WI, LTD.
CHESTNUT MEDICINE OF WI RETIREMENT PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B