Northern Oswego County Health Services, Inc. Erisa 403(B) Plan — Form 5500 plan (Northern Oswego County Health Services, 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, Northern Oswego County Health Services, Inc. Erisa 403(B) Plan is a benefit plan reported by Northern Oswego County Health Services, Inc. under EIN 23-7036393 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $14,535,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Oswego County Health Services, Inc.
- EIN
- 23-7036393
- Plan number
- 001
- Plan type
- 2
- Location
- Pulaski, NY
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $14,535,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241015152748NAL0014965827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,535,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,535,593
- Net assets (BOY)
- $11,365,559
Income & contributions
- Employer contributions
- $383,432
- Participant contributions
- $1,279,980
- Total contributions
- $1,873,372
- Total income / additions
- $3,832,215
Expenses & distributions
- Benefits paid
- $565,388
- Administrative expenses
- $96,793
- Total expenses
- $662,181
- Net increase / (decrease)
- $3,170,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $65,695 | not reported in the loaded dataset | 2023 |
| Cadaret Grant & Co Inc | INVESTMENT ADVISOR | $30,190 | not reported in the loaded dataset | 2023 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Oswego County Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pulaski, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Cadaret Grant & Co Inc — Schedule C compensation
- Mutual Of America Sec. Corp LLC — Schedule C compensation