Claxton-Hepburn Medical Center 403b Retirement Plan — 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, Claxton-Hepburn Medical Center 403b Retirement Plan is a benefit plan reported by Claxton-Hepburn Medical Center under EIN 15-0559686 and plan number 004. The latest loaded filing year is 2023. The filing reports 984 participants and $81,272,108 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
- 004
- Plan type
- 2
- Location
- Ogdensburg, NY
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $81,272,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20250401140144NAL0004376259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,272,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,272,108
- Net assets (BOY)
- $70,637,277
Income & contributions
- Employer contributions
- $1,655,586
- Participant contributions
- $2,704,819
- Total contributions
- $4,440,565
- Total income / additions
- $15,177,058
Expenses & distributions
- Benefits paid
- $4,260,604
- Administrative expenses
- $228,323
- Total expenses
- $4,542,227
- Net increase / (decrease)
- $10,634,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Community Securities Cor | REG INVESTMENT ADVISOR | $130,171 | $0 | 2023 |
| Benefit Plans Administrative Svcs. | NONE | $98,137 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $458 | $0 | 2023 |
| Unum Life Ins. Co. Of America | SERVICE PROVIDER | $0 | $15 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Claxton-Hepburn Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ogdensburg, NY
- Healthcare Community Securities Cor — Schedule C compensation
- Benefit Plans Administrative Svcs. — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Unum Life Ins. Co. Of America — Schedule C compensation