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Original filing (PDF)20250805155821NAL0001982049001
CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC.
Form 5500
FILING_RECEIVED
DEFINED BENEFIT PLAN FOR EMPLOYEES OF CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTO
Defined-benefit pension plan
Signals · 1
Late filing · 2.7 mo
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
Plan health score (directional)
89
/ 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
89
Concentration risk
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC..
Plan sponsor
Name
CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC.
EIN
24-0818341
Address
300 WYOMING AVENUE · SCRANTON, PA · 185031279
Phone
(570) 207-3808
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-08-05
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MMQ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $18K | — |
| COMERICA BANK | 42-1741646 | DALLAS, TX | NONE | $12K | — |
| CONCORD ADVISORY GROUP | 22-3039644 | PRINCETON, NJ | NONE | $8K | — |
| PACIFIC INVESTMENT COMPANY LLC | 95-2632339 | — | NONE | $0 | — |
| GOLDMAN SACHS FINANCIAL SQUARE GOVN | — | NEW YORK, NY | NONE | $0 | — |
Investments
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.