2023 Form 5500 filing — Oneida Healthcare Center Pension 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 20241014164052NAL0015308691001) for Oneida Healthcare Center Pension Plan, reported by Oneida Health Systems, Inc. under EIN 16-1492011 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43MReported net assets$43,034,793
Participants567
Provider compensation$136.4K5 Schedule C row(s)$136,424
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014164052NAL0015308691001
- Plan sponsor
- Oneida Health Systems, Inc.
- EIN
- 16-1492011
- Plan number
- 001
- Location
- Oneida, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$43M total assets
Net assets$43MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,034,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,034,793
- Total income / additions
- $4,215,904
- Benefits paid
- $2,503,797
- Administrative expenses
- $231,913
- Total expenses
- $2,735,710
- Net increase / (decrease)
- $1,480,194
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $128,855 | not reported in the loaded dataset |
| Rbc Capital Markets, LLC | NONE | $7,569 | not reported in the loaded dataset |
| Morgan Stanley Bank N.A. | NONE | $0 | $0 |
| Morgan Stanley Private Bank N.A. | NONE | $0 | $0 |
| Harding Loevner Funds Hl Intl Eqty | NONE | $0 | $0 |