2023 Form 5500 filing — Pension Plan For Employees Of United Memorial Medical Center
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 20241014130054NAL0027336801001) for Pension Plan For Employees Of United Memorial Medical Center, reported by United Memorial Medical Center under EIN 16-0743029 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130054NAL0027336801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Memorial Medical Center
- EIN
- 16-0743029
- Plan number
- 001
- Location
- Batavia, NY
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,783,612
- Total liabilities (EOY)
- $18,711
- Net assets (EOY)
- $17,764,901
- Employer contributions
- $1,140,000
- Total income / additions
- $3,545,285
- Benefits paid
- $1,613,175
- Administrative expenses
- $486,933
- Total expenses
- $2,100,108
- Net increase / (decrease)
- $1,445,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $59,199 | not reported in the loaded dataset |
| Reliance Trust Company | ASSET TRUSTEE/INV ADVISOR | $22,776 | not reported in the loaded dataset |
| Willis Towers Watson | RECORDKEEPER | $19,680 | not reported in the loaded dataset |