2023 Form 5500 filing — Niagara Lutheran Health System, Inc. Retirement 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 20240924081055NAL0025673090001) for Niagara Lutheran Health System, Inc. Retirement Plan, reported by Niagara Lutheran Health System, Inc. under EIN 16-1501206 and plan number 002. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240924081055NAL0025673090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Niagara Lutheran Health System, Inc.
- EIN
- 16-1501206
- Plan number
- 002
- Location
- Lancaster, NY
- Participants
- 316
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,912,085
- Total liabilities (EOY)
- $10,994
- Net assets (EOY)
- $2,901,091
- Employer contributions
- $229,006
- Participant contributions
- $0
- Total income / additions
- $590,152
- Benefits paid
- $169,760
- Administrative expenses
- $21,877
- Total expenses
- $191,637
- Net increase / (decrease)
- $398,515
- Schedule source
- Schedule H