2023 Form 5500 filing — Pathstone Welfare Benefits Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725151419NAL0014755537001) for Pathstone Welfare Benefits Plan, reported by Pathstone under EIN 16-0984913 and plan number 520. It reports 539 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725151419NAL0014755537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathstone
- EIN
- 16-0984913
- Plan number
- 520
- Location
- Rochester, NY
- Participants
- 539
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Blue Cross Blue Shield | THIRD PARTY ADMIN | $168,296 | not reported in the loaded dataset |