2023 Form 5500 filing — The Oswego Hospital 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 20241014154429NAL0027760257001) for The Oswego Hospital Retirement Plan, reported by Oswego Hospital, Inc. under EIN 15-0532220 and plan number 001. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154429NAL0027760257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oswego Hospital, Inc.
- EIN
- 15-0532220
- Plan number
- 001
- Location
- Oswego, NY
- Participants
- 675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,048,682
- Total liabilities (EOY)
- $80,090
- Net assets (EOY)
- $38,968,592
- Total income / additions
- $4,532,536
- Benefits paid
- $2,802,655
- Administrative expenses
- $702,548
- Total expenses
- $3,505,203
- Net increase / (decrease)
- $1,027,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust, Na | NONE | $119,558 | $0 |
| Bpas Actuarial & Pension Services | NONE | $21,930 | not reported in the loaded dataset |
| Fust Charles Chambers Llp | NONE | $7,500 | not reported in the loaded dataset |