Capital District Physicians' Health Plan, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Capital District Physicians Health Plan 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, Capital District Physicians' Health Plan, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Capital District Physicians Health Plan Inc. under EIN 14-1641028 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,686 participants and $239,384,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital District Physicians Health Plan Inc.
- EIN
- 14-1641028
- Plan number
- 001
- Plan type
- 2
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 1,686
- End-of-year plan assets
- $239,384,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,686 | H, C | 20241004154848NAL0020709840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $239,384,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $239,384,731
- Net assets (BOY)
- $207,288,845
Income & contributions
- Employer contributions
- $3,989,050
- Participant contributions
- $11,759,409
- Total contributions
- $16,864,204
- Total income / additions
- $51,090,968
Expenses & distributions
- Benefits paid
- $18,481,892
- Administrative expenses
- $205,721
- Total expenses
- $18,803,857
- Net increase / (decrease)
- $32,287,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $137,315 | $0 | 2023 |
| Strategic Retirement Group | ADVISOR/CONSULTANT | $38,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $14,700 | $0 | 2023 |
| Bonadio & Co., LLC | AUDITOR | $13,845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital District Physicians Health Plan Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Strategic Retirement Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Bonadio & Co., LLC — Schedule C compensation