Centerlight Health System 403(B) Retirement Plan — Form 5500 plan (Centerlight Health System)
Plain-English plan 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, Centerlight Health System 403(B) Retirement Plan is a benefit plan reported by Centerlight Health System under EIN 13-1739920 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,384 participants and $87,455,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerlight Health System
- EIN
- 13-1739920
- Plan number
- 007
- Plan type
- 2
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 2,384
- End-of-year plan assets
- $87,455,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,384 | H, C | 20240919093314NAL0003414995002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,455,249
- Net assets (EOY)
- $87,455,249
- Net assets (BOY)
- $86,628,012
Income & contributions
- Employer contributions
- $571,155
- Participant contributions
- $3,264,124
- Total contributions
- $4,266,521
- Total income / additions
- $16,070,759
Expenses & distributions
- Benefits paid
- $15,151,583
- Administrative expenses
- $82,735
- Total expenses
- $15,243,522
- Net increase / (decrease)
- $827,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $52,735 | $0 | 2023 |
| Marshall & Sterling Wealth | ADVISORY | $30,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centerlight Health System
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Marshall & Sterling Wealth — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation