Medina, NY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Medina, NY has 13 loaded benefit plan(s) reported by 5 plan sponsor(s), with $29,147,473 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 5
- Latest filing year
- 2023
What stands out in Medina
- 13 loaded plans hold $29.1M in reported assets across 5 sponsors.
- The largest, Orleans Community Health Retirement Savings 403(B) Plan, holds 43% of reported Medina plan assets.
- Plans cover 3,042 participants — about 234 per plan.
- 38% of loaded plans report full Schedule H/I financial statements.
- 31% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Medina, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Medina market comparison
Largest loaded plans in Medina
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6Medina Memorial Hospital Life Insurance Plannot reported in the loaded datasetOrleans Community Health · 2023
- 7Medina Memorial Health Care System Dental Plannot reported in the loaded datasetOrleans Community Health · 2023
- 8Orleans Community Health Health Reimbursement Accountnot reported in the loaded datasetOrleans Community Health · 2023
- 9Medina Memorial Hospital Health Insurance Plannot reported in the loaded datasetOrleans Community Health · 2023
- 10
- 11Brunner International Welfare Benefit Plan 3959 Bates Road; Po Box 111 Medina, Ny 14103-0111not reported in the loaded datasetBrunner International, Inc. · 2023
- 12Takeform Employee Health Plannot reported in the loaded datasetThe Quorum Group, LLC Dba Takeform · 2023
- 13
Largest plans in Medina → · Medina plans by participants → · Medina plans with financial data → · Medina plans with provider compensation → · $1B+ plans in Medina →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Medina, NY?
- 13 plan(s) reported by 5 sponsor(s) are loaded for Medina, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- Orleans Community Health Retirement Savings 403(B) Plan (plan 003)
- Orleans Community Health — all reported plans
- Orleans Community Health Pension Plan (plan 002)
- Take Form 401(K) Profit Sharing Plan & Trust (plan 001)
- Quorum Group LLC Dba Take Form — all reported plans
- Lance J Mark Pllc Profit Sharing 401k Plan (plan 001)
- Lance J Mark Pllc — all reported plans
- Brunner International, Inc 401k Plan (plan 001)
- Brunner International, Inc. — all reported plans
- Medina Memorial Hospital Life Insurance Plan (plan 503)
- Medina Memorial Health Care System Dental Plan (plan 504)
- Orleans Community Health Health Reimbursement Account (plan 505)
- Medina Memorial Hospital Health Insurance Plan (plan 534)
- Bmp America Benefit Bank Plan (plan 501)
- Bmp America, Inc. — all reported plans
- Brunner International Welfare Benefit Plan 3959 Bates Road; Po Box 111 Medina, Ny 14103-0111 (plan 501)
- Takeform Employee Health Plan (plan 501)
- Quorum Group LLC (plan 960)
- Methodology
- Data sources