Oneida Healthcare Center 403(B) Plan — Form 5500 plan (Oneida Healthcare 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, Oneida Healthcare Center 403(B) Plan is a benefit plan reported by Oneida Healthcare Center under EIN 16-1492011 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,300 participants and $66,195,335 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66.2MPlan net assets, end of year$66,195,335
Participants1.3KCovered participants reported1,300
Assets / participant$50.9KComputed: assets ÷ participants$50,919 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Oneida Healthcare Center
EIN
16-1492011
Plan number
002
Plan type
2
Location
Oneida, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,300H, C20241014163259NAL0045319056001
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)$66.2M total assets
Net assets$66.2MLiabilities$0
Money in vs. money out
Total income / additions$15.6M
Total expenses$4.1M
Benefits paid / distributions$3.8M
Contributions
Employer$1.5M
Participant$4M
Full reported line items

Net assets

Total assets (EOY)
$66,195,335
Total liabilities (EOY)
$0
Net assets (EOY)
$66,195,335
Net assets (BOY)
$54,675,019

Income & contributions

Employer contributions
$1,490,868
Participant contributions
$3,950,360
Total contributions
$6,477,948
Total income / additions
$15,625,225

Expenses & distributions

Benefits paid
$3,848,781
Administrative expenses
$175,347
Total expenses
$4,104,909
Net increase / (decrease)
$11,520,316
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$0$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages