Retirement Plan For Employees Of Claxton-Hepburn Medical Center — Form 5500 plan (Claxton-Hepburn Medical Center)
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 Claxton-Hepburn Medical Center is a benefit plan reported by Claxton-Hepburn Medical Center under EIN 15-0559686 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $34,664,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claxton-Hepburn Medical Center
- EIN
- 15-0559686
- Plan number
- 001
- Plan type
- 2
- Location
- Ogdensburg, NY
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $34,664,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241015112952NAL0016232339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,664,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,664,487
- Net assets (BOY)
- $32,485,214
Income & contributions
- Employer contributions
- $1,652,229
- Total contributions
- $1,652,229
- Total income / additions
- $5,844,937
Expenses & distributions
- Benefits paid
- $2,807,453
- Administrative expenses
- $858,211
- Total expenses
- $3,665,664
- Net increase / (decrease)
- $2,179,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $158,827 | $0 | 2023 |
| Bpas Actuarial And Pension Services | NONE | $101,366 | not reported in the loaded dataset | 2023 |
| Community Bank, Na | NONE | $46,475 | not reported in the loaded dataset | 2023 |