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JEFFERSON CARDIOLOGY ASSOCIATION — JEFFERSON CARDIOLOGY ASSOC. DEFINED BENEFIT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250715120010NAL0002027841002
JEFFERSON CARDIOLOGY ASSOCIATION
Form 5500-SF
FILING_RECEIVED
JEFFERSON CARDIOLOGY ASSOC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
39
Accounts w/ balance
39
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFERSON CARDIOLOGY ASSOCIATION
.
Find decision makers
Plan sponsor
Name
JEFFERSON CARDIOLOGY ASSOCIATION
EIN
25-1346533
Address
1633 STATE ROUTE 51, SUITE 103 · JEFFERSON HILLS, PA · 15025
Phone
(412) 469-1500
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
JEFFERSON CARDIOLOGY ASSOCIATION
EIN
25-1346533
City
JEFFERSON HILLS, PA
Phone
(412) 469-1500
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
2A · Age/service weighted or new comparability
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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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.
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