The Adirondack Health Tax Deferred Annuity Plan — Form 5500 plan (Adirondack Medical Center Dba Adirondack Health)
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, The Adirondack Health Tax Deferred Annuity Plan is a benefit plan reported by Adirondack Medical Center Dba Adirondack Health under EIN 14-1731786 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,105 participants and $90,567,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adirondack Medical Center Dba Adirondack Health
- EIN
- 14-1731786
- Plan number
- 001
- Plan type
- 2
- Location
- Saranac Lake, NY
- Latest filing year
- 2023
- Participants
- 1,105
- End-of-year plan assets
- $90,567,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,105 | H, C | 20241009132151NAL0010652243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,567,351
- Net assets (EOY)
- $90,567,351
- Net assets (BOY)
- $78,605,227
Income & contributions
- Employer contributions
- $1,861,353
- Participant contributions
- $3,851,277
- Total contributions
- $6,054,700
- Total income / additions
- $19,932,292
Expenses & distributions
- Benefits paid
- $7,871,604
- Administrative expenses
- $2,418
- Total expenses
- $7,970,168
- Net increase / (decrease)
- $11,962,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $281,304 | $0 | 2023 |
| Healthcare Community Securities Cor | BROKER | $0 | $139,826 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adirondack Medical Center Dba Adirondack Health
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Saranac Lake, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Healthcare Community Securities Cor — Schedule C compensation
- National Financial Services — Schedule C compensation