2023 Form 5500 filing — Retirement Plan Of Saratoga 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 20241014173427NAL0015367379001) for Retirement Plan Of Saratoga Hospital, reported by Saratoga Hospital under EIN 14-1338547 and plan number 001. It reports 4,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173427NAL0015367379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saratoga Hospital
- EIN
- 14-1338547
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 4,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,973,883
- Net assets (EOY)
- $321,973,883
- Employer contributions
- $9,122,385
- Participant contributions
- $19,170,627
- Total income / additions
- $80,338,774
- Benefits paid
- $25,561,394
- Administrative expenses
- $533,881
- Total expenses
- $26,095,573
- Net increase / (decrease)
- $54,243,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $533,881 | $0 |
| Morgan Stanley Dean Witter | BROKER | $0 | $213,005 |
| Healthcare Commission Secur Co | BROKER | $0 | $73,842 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |