Plan5500

Bartholomew Health Care Group — 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, Bartholomew Health Care Group (EIN 20-3458770) is a plan sponsor located in Fairport, NY with 1 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
20-3458770
Location
Fairport, NY
Loaded plans
2
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 Bartholomew Health Care Group

  • 2 loaded plans hold $3.6M in reported assets.
  • The largest, Bartholomew Health Care Group 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 296 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,601,648
Total reported assets$3.6M$3,601,648
Total reported participants296
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$9.4K
Participant contributions$96K
Total income / additions$680.8K
Expenses & distributions
Benefits paid / distributions$216.7K
Total expenses$228.9K
Net increase / (decrease)$451.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Bartholomew Health Care Group 401(K) Plan
Participants per plan148Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bartholomew Health Care Group 401(K) Plan$3.6M
    Plan #333 · 192 participants · 2023
  2. 2
    Bartholomew Health Care Group Welfare Benefit Plannot reported in the loaded dataset
    Plan #530 · 104 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 Bartholomew Health Care Group. Open one for its full reported snapshot.

  1. 2023
    Bartholomew Health Care Group Welfare Benefit Plan104 participants · 2No schedules
    View filing →
  2. 2023
    Bartholomew Health Care Group 401(K) Plan192 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bartholomew Health Care Group report on Form 5500?
Bartholomew Health Care Group (EIN 20-3458770) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bartholomew Health Care Group?
The Employer Identification Number (EIN) reported for Bartholomew Health Care Group is 20-3458770.
What is the latest Form 5500 filing year for Bartholomew Health Care Group?
The latest loaded Form 5500 filing year for Bartholomew Health Care Group is 2023.

Related Form 5500 pages