2023 Form 5500 filing — St. Camillus Residential Health Care Facilities Tax Sheltered Annuity 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 20240827093518NAL0010727089001) for St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan, reported by St. Camillus Residential Health Care Facilities under EIN 16-1085780 and plan number 001. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.5MReported net assets$15,476,439
Participants774
Provider compensation$72.4K3 Schedule C row(s)$72,405
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240827093518NAL0010727089001
Plan sponsor
St. Camillus Residential Health Care Facilities
EIN
16-1085780
Plan number
001
Location
Syracuse, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
EmployerNot reported
Participant$459.9K
Full reported line items
Total assets (EOY)
$15,476,439
Total liabilities (EOY)
$0
Net assets (EOY)
$15,476,439
Participant contributions
$459,880
Total income / additions
$2,514,460
Benefits paid
$1,151,552
Administrative expenses
$72,369
Total expenses
$1,225,214
Net increase / (decrease)
$1,289,246
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $49.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $22.8K
  3. 3
    SERVICE PROVIDER · Direct $0 · Indirect $30

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827093518NAL0010727089001 cover?
It is the 2023 Form 5500 filing for St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan, reported by St. Camillus Residential Health Care Facilities (EIN 16-1085780).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages