2023 Form 5500 filing — Employees' Retirement Plan Of Ellis Hospital
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 20241011155709NAL0023164545001) for Employees' Retirement Plan Of Ellis Hospital, reported by Ellis Medicine under EIN 14-1338428 and plan number 001. It reports 1,099 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155709NAL0023164545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellis Medicine
- EIN
- 14-1338428
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 1,099
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,015,943
- Total liabilities (EOY)
- $70,239
- Net assets (EOY)
- $53,945,704
- Total income / additions
- $4,380,359
- Benefits paid
- $6,633,665
- Administrative expenses
- $504,105
- Total expenses
- $7,137,770
- Net increase / (decrease)
- -$2,757,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Company Llp | NONE | $183,718 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $90,932 | not reported in the loaded dataset |
| Principal Bank | NONE | $37,927 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | NONE | $20,000 | not reported in the loaded dataset |