Plan5500

St. Anne Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, St. Anne Institute (EIN 14-1340098) is a plan sponsor located in Albany, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
14-1340098
Location
Albany, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for St. Anne Institute

  • 3 loaded plans hold $5.6M in reported assets.
  • The largest, St. Anne Institute 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 610 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,620,257
Total reported assets$5.6M$5,620,257
Total reported participants610
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities$0
Contributions & income
Employer contributions$47.7K
Participant contributions$348.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$275.9K
Total expenses$322.4K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%St. Anne Institute 403(B) Plan
Participants per plan203Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    St. Anne Institute 403(B) Plan$5.6M
    Plan #002 · 312 participants · 2023
  2. 2
    St. Anne Institute Welfare Benefits Plannot reported in the loaded dataset
    Plan #520 · 167 participants · 2023
  3. 3
    St. Anne Institute Health Reimbursement Arrangementnot reported in the loaded dataset
    Plan #502 · 131 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for St. Anne Institute. Open one for its full reported snapshot.

  1. 2023
    St. Anne Institute Welfare Benefits Plan167 participants · 2No schedules
    View filing →
  2. 2023
    St. Anne Institute Health Reimbursement Arrangement131 participants · 2No schedules
    View filing →
  3. 2023
    St. Anne Institute 403(B) Plan312 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does St. Anne Institute report on Form 5500?
St. Anne Institute (EIN 14-1340098) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for St. Anne Institute?
The Employer Identification Number (EIN) reported for St. Anne Institute is 14-1340098.
What is the latest Form 5500 filing year for St. Anne Institute?
The latest loaded Form 5500 filing year for St. Anne Institute is 2023.

Related Form 5500 pages