2023 Form 5500 filing — Eastern Niagara Hospital 403(B) 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 20241008094629NAL0016414241001) for Eastern Niagara Hospital 403(B) Retirement Plan, reported by Eastern Niagara Hospital, Inc. under EIN 16-1137084 and plan number 004. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094629NAL0016414241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Niagara Hospital, Inc.
- EIN
- 16-1137084
- Plan number
- 004
- Location
- Lockport, NY
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,967
- Employer contributions
- $194,684
- Participant contributions
- $328,079
- Total income / additions
- $1,069,311
- Benefits paid
- $8,620,648
- Administrative expenses
- $71,968
- Total expenses
- $8,692,616
- Net increase / (decrease)
- -$7,623,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,974 | $0 |
| Lawley Retirement Advisors, LLC | INVESTMENT ADVISORY | $14,988 | $12 |