Plan5500

Retirement Plan For Employees Of Whitney M. Young, Jr. Health Center, Inc. — Form 5500 plan (Whitney M. Young, Jr. Health Center, Inc.)

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, Retirement Plan For Employees Of Whitney M. Young, Jr. Health Center, Inc. is a benefit plan reported by Whitney M. Young, Jr. Health Center, Inc. under EIN 13-2922147 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $11,253,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whitney M. Young, Jr. Health Center, Inc.
EIN
13-2922147
Plan number
001
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
346
End-of-year plan assets
$11,253,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20241002140940NAL0004861923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,253,865
Net assets (EOY)
$11,253,865
Net assets (BOY)
$9,150,934

Income & contributions

Employer contributions
$403,113
Participant contributions
$819,133
Total contributions
$1,247,384
Total income / additions
$2,915,230

Expenses & distributions

Benefits paid
$806,624
Administrative expenses
$5,675
Total expenses
$812,299
Net increase / (decrease)
$2,102,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actuarial Pension Analysts,IncTHIRD PARTY ADMINISTRATO$0$4,9282023
Voya Retirement Insurance And AnnuiINVESTMENT AD VISORYnot reported in the loaded dataset$1,6722023

Related Form 5500 pages