2023 Form 5500 filing — Oswego Health 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 20241014155300NAL0045195648001) for Oswego Health 403(B) Retirement Plan, reported by Oswego Health under EIN 15-0532220 and plan number 002. It reports 1,591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155300NAL0045195648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oswego Health
- EIN
- 15-0532220
- Plan number
- 002
- Location
- Oswego, NY
- Participants
- 1,591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,840,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,840,186
- Employer contributions
- $1,359,222
- Participant contributions
- $4,593,850
- Total income / additions
- $15,762,873
- Benefits paid
- $5,935,120
- Administrative expenses
- $233,691
- Total expenses
- $6,191,737
- Net increase / (decrease)
- $9,571,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant & Co | NONE | $103,530 | not reported in the loaded dataset |
| Benefit Plans Admin Services, Inc. | NONE | $100,936 | $0 |
| Lpl Financial | NONE | $21,886 | not reported in the loaded dataset |