2023 Form 5500 filing — Retirement Plan For Employees Of Claxton-Hepburn 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 20241015112952NAL0016232339001) for Retirement Plan For Employees Of Claxton-Hepburn Medical Center, reported by Claxton-Hepburn Medical Center under EIN 15-0559686 and plan number 001. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112952NAL0016232339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Claxton-Hepburn Medical Center
- EIN
- 15-0559686
- Plan number
- 001
- Location
- Ogdensburg, NY
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,664,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,664,487
- Employer contributions
- $1,652,229
- Total income / additions
- $5,844,937
- Benefits paid
- $2,807,453
- Administrative expenses
- $858,211
- Total expenses
- $3,665,664
- Net increase / (decrease)
- $2,179,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $158,827 | $0 |
| Bpas Actuarial And Pension Services | NONE | $101,366 | not reported in the loaded dataset |
| Community Bank, Na | NONE | $46,475 | not reported in the loaded dataset |