2023 Form 5500 filing — Hamot Health Foundation Employee Tax-Deferred 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 20250402151324NAL0005005843001) for Hamot Health Foundation Employee Tax-Deferred Savings Plan, reported by Upmc Hamot under EIN 25-0965387 and plan number 003. It reports 1,271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402151324NAL0005005843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upmc Hamot
- EIN
- 25-0965387
- Plan number
- 003
- Location
- Erie, PA
- Participants
- 1,271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,603,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,603,443
- Total income / additions
- $7,502,152
- Benefits paid
- $6,563,481
- Administrative expenses
- $250
- Total expenses
- $6,563,731
- Net increase / (decrease)
- $938,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets, LLC | BROKER/ADVISOR | $0 | $119,493 |