2023 Form 5500 filing — Guthrie Cortland Medical 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 20241015141624NAL0049851072001) for Guthrie Cortland Medical Center Pension Plan, reported by Guthrie Cortland Medical Center under EIN 15-0532079 and plan number 001. It reports 1,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015141624NAL0049851072001
Filing year
2023
Form type
2
Plan sponsor
Guthrie Cortland Medical Center
EIN
15-0532079
Plan number
001
Location
Cortland, NY
Participants
1,255
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,211,779
Total liabilities (EOY)
$0
Net assets (EOY)
$41,211,779
Total income / additions
$5,466,301
Benefits paid
$1,883,782
Administrative expenses
$635,695
Total expenses
$2,519,477
Net increase / (decrease)
$2,946,824
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$106,250$0
MillimanACTUARY$70,227not reported in the loaded dataset
Fust Charles Chambers, LlpAUDITOR$6,894not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages