2023 Form 5500 filing — Cayuga Medical Center Retirement Savings 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 20241015155243NAL0029007521005) for Cayuga Medical Center Retirement Savings Plan, reported by Cayuga Medical Center At Ithaca under EIN 22-2325405 and plan number 002. It reports 1,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155243NAL0029007521005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cayuga Medical Center At Ithaca
- EIN
- 22-2325405
- Plan number
- 002
- Location
- Ithaca, NY
- Participants
- 1,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,569,687
- Net assets (EOY)
- $104,569,687
- Employer contributions
- $1,169,215
- Participant contributions
- $4,794,378
- Total income / additions
- $24,109,839
- Benefits paid
- $5,819,144
- Administrative expenses
- $242,468
- Total expenses
- $6,142,356
- Net increase / (decrease)
- $17,967,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $140,475 | $0 |
| Healthcare Comm Securities Corp | BROKER | $75,143 | not reported in the loaded dataset |
| Hanys Benefir Services | SECURITIES BROKER | $25,430 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | 499 | not reported in the loaded dataset | not reported in the loaded dataset |