2023 Form 5500 filing — The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial 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 20241015162443NAL0048889760001) for The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial Hospital, reported by Aurelia Osborn Fox Memorial Hospital under EIN 15-0539039 and plan number 003. It reports 1,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162443NAL0048889760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurelia Osborn Fox Memorial Hospital
- EIN
- 15-0539039
- Plan number
- 003
- Location
- Oneonta, NY
- Participants
- 1,442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,176,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,176,401
- Employer contributions
- $928,497
- Participant contributions
- $1,912,868
- Total income / additions
- $11,460,966
- Benefits paid
- $7,251,941
- Administrative expenses
- $15,393
- Total expenses
- $7,275,199
- Net increase / (decrease)
- $4,185,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $15,093 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,259 | $0 |