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Form 5500 · Retirement plan · PHILADELPHIA, PA

HIAS PENNSYLVANIA

The filing calls this plan HIAS PENNSYLVANIA 403(B) PLAN.

HIAS PENNSYLVANIA of PHILADELPHIA, PA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1405597 · plan 001 · plan year 2025, filed Sep 15, 2026

Participants at the start of the year
149
Contracts on file
1
Contract value
$80,261
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD INSURANCE COMPANY.

The contracts held $80,261 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC3September$80,261$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

KESTRA ADVISORY SERVICES
INVESTMENT ADVISORY · EIN 74-2794194
$37,275
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,525,800
Paid out in benefits
$771,901
Participants at the start of the year
149
Participants with account balances
117

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 22-2027092
WITHUM SMITH & BROWN, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Pennsylvania — largest plans, brokers, carriers and renewal months.