2023 Form 5500 filing — Retirement Plan For Employees Of Whitney M. Young, Jr. Health Center, Inc.
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 20241002140940NAL0004861923001) for Retirement Plan For Employees Of Whitney M. Young, Jr. Health Center, Inc., reported by Whitney M. Young, Jr. Health Center, Inc. under EIN 13-2922147 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140940NAL0004861923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitney M. Young, Jr. Health Center, Inc.
- EIN
- 13-2922147
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,253,865
- Net assets (EOY)
- $11,253,865
- Employer contributions
- $403,113
- Participant contributions
- $819,133
- Total income / additions
- $2,915,230
- Benefits paid
- $806,624
- Administrative expenses
- $5,675
- Total expenses
- $812,299
- Net increase / (decrease)
- $2,102,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Pension Analysts,Inc | THIRD PARTY ADMINISTRATO | $0 | $4,928 |
| Voya Retirement Insurance And Annui | INVESTMENT AD VISORY | not reported in the loaded dataset | $1,672 |