2023 Form 5500 filing — St. Lawrence Health System 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807072034NAL0003311185001) for St. Lawrence Health System 403(B) Retirement Plan, reported by St. Lawrence Health System, Inc. under EIN 46-4259168 and plan number 002. It reports 2,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807072034NAL0003311185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Lawrence Health System, Inc.
- EIN
- 46-4259168
- Plan number
- 002
- Location
- Potsdam, NY
- Participants
- 2,832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,701,814
- Net assets (EOY)
- $148,701,814
- Employer contributions
- $11,274,159
- Participant contributions
- $11,166,958
- Total income / additions
- $43,695,609
- Benefits paid
- $13,126,201
- Administrative expenses
- $414,363
- Total expenses
- $13,563,445
- Net increase / (decrease)
- $30,132,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $414,363 | $0 |
| Healthcare Comm. Securities Corp | BROKER | $0 | $200,710 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $50 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |