Carthage, NY Form 5500 retirement and benefit plan filings

City Form 5500 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, Carthage, NY has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $50,039,801 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,039,801
Total reported liabilities (EOY)
$1,487,333
Total reported net assets (EOY)
$48,552,468

Contributions & income

Employer contributions
$1,950,065
Participant contributions
$2,634,679
Total income / additions
$7,364,016

Expenses & distributions

Benefits paid / distributions
$9,089,282
Total expenses
$9,287,043
Net increase / (decrease)
-$1,923,027

Coverage

Total reported participants
1,599
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carthage, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Carthage, NY
PlanSponsorReported assets (EOY)Year
Carthage Area Hospital 401(K) PlanCarthage Area Hospital$47,240,6592023
Cem Machine, Inc. Employee Stock Ownership Plan And TrustCem Machine, Inc.$2,799,1422023
Carthage Area Hospital Employees Pension PlanCarthage Area Hospital$02023
Carthage Area Hospital Welfare Benefits PlanCarthage Area Hospitalnot reported in the loaded dataset2023
Carthage Area Hospital, Inc. Group Health Benefit PlanCarthage Area Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages