Niagara Lutheran Health System, Inc. Retirement Plan — Form 5500 plan (Niagara Lutheran Health System, 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, Niagara Lutheran Health System, Inc. Retirement Plan is a benefit plan reported by Niagara Lutheran Health System, Inc. under EIN 16-1501206 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $2,912,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Niagara Lutheran Health System, Inc.
- EIN
- 16-1501206
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, NY
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $2,912,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H | 20240924081055NAL0025673090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,912,085
- Total liabilities (EOY)
- $10,994
- Net assets (EOY)
- $2,901,091
- Net assets (BOY)
- $2,502,576
Income & contributions
- Employer contributions
- $229,006
- Participant contributions
- $0
- Total contributions
- $229,006
- Total income / additions
- $590,152
Expenses & distributions
- Benefits paid
- $169,760
- Administrative expenses
- $21,877
- Total expenses
- $191,637
- Net increase / (decrease)
- $398,515
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.