Oneida Healthcare Center Pension Plan — Form 5500 plan (Oneida Health Systems, 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, Oneida Healthcare Center Pension Plan is a benefit plan reported by Oneida Health Systems, Inc. under EIN 16-1492011 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $43,034,793 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43MPlan net assets, end of year$43,034,793
Participants567Covered participants reported
Assets / participant$75.9KComputed: assets ÷ participants$75,899 (computed)
Provider compensation$136.4K5 Schedule C provider row(s)$136,424
- Plan sponsor
- Oneida Health Systems, Inc.
- EIN
- 16-1492011
- Plan number
- 001
- Plan type
- 2
- Location
- Oneida, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20241014164052NAL0015308691001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43M total assets
Net assets$43MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,034,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,034,793
- Net assets (BOY)
- $41,554,599
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,215,904
Expenses & distributions
- Benefits paid
- $2,503,797
- Administrative expenses
- $231,913
- Total expenses
- $2,735,710
- Net increase / (decrease)
- $1,480,194
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $128,855 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets, LLC | NONE | $7,569 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Bank N.A. | NONE | $0 | $0 | 2023 |
| Morgan Stanley Private Bank N.A. | NONE | $0 | $0 | 2023 |
| Harding Loevner Funds Hl Intl Eqty | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneida Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oneida, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation
- Morgan Stanley Bank N.A. — Schedule C compensation
- Morgan Stanley Private Bank N.A. — Schedule C compensation
- Harding Loevner Funds Hl Intl Eqty — Schedule C compensation