PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM
Plan Contact
- Address: P.O. BOX 804,HERSHEY,PA
- Contact person: DAVID SWIFT
- Phone: (717) 531-6222
Plan General Information
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is $444,288,473.00.This plan was established in 2017.
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is 19045
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is $23,328.00
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is $2,011.00.
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is 19.16%.
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is 17.24%. This measures the effectiveness of the plan participants' investments in the year.
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Expense Ratio
In 2023, the investment and administrative expense ratio of PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is 0.06%.
Enrollment Features
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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