Pension Plan Of Aurelia Osborn Fox Memorial Hospital — Form 5500 plan (Aurelia Osborn Fox Memorial Hospital)
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, Pension Plan Of Aurelia Osborn Fox Memorial Hospital is a benefit plan reported by Aurelia Osborn Fox Memorial Hospital under EIN 15-0539039 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $2,818,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aurelia Osborn Fox Memorial Hospital
- EIN
- 15-0539039
- Plan number
- 002
- Plan type
- 2
- Location
- Oneonta, NY
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $2,818,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241015183509NAL0017054691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,818,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,818,025
- Net assets (BOY)
- $2,432,616
Income & contributions
- Employer contributions
- $260,000
- Total contributions
- $260,000
- Total income / additions
- $525,896
Expenses & distributions
- Benefits paid
- $58,237
- Administrative expenses
- $82,250
- Total expenses
- $140,487
- Net increase / (decrease)
- $385,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bank | TRUSTEE | $20,050 | not reported in the loaded dataset | 2023 |