2023 Form 5500 filing — St. Elizabeth Medical Center 401k 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 20241115145925NAL0001183761001) for St. Elizabeth Medical Center 401k Plan, reported by St. Elizabeth Medical Center under EIN 15-0532245 and plan number 001. It reports 1,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115145925NAL0001183761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Elizabeth Medical Center
- EIN
- 15-0532245
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 1,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,568,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,568,630
- Employer contributions
- $2,665,974
- Participant contributions
- $3,890,183
- Total income / additions
- $22,559,753
- Benefits paid
- $8,379,436
- Administrative expenses
- $214,254
- Total expenses
- $8,640,416
- Net increase / (decrease)
- $13,919,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc | RECORDKEEPER | $166,769 | $0 |
| Healthcare Community Securities Cor | REG INVESTMENT ADVISOR | $47,485 | $0 |