2023 Form 5500 filing — Capital District Physicians' Health Plan, Inc. 401(K) Profit Sharing 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 20241004154848NAL0020709840001) for Capital District Physicians' Health Plan, Inc. 401(K) Profit Sharing Plan, reported by Capital District Physicians Health Plan Inc. under EIN 14-1641028 and plan number 001. It reports 1,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004154848NAL0020709840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital District Physicians Health Plan Inc.
- EIN
- 14-1641028
- Plan number
- 001
- Location
- Latham, NY
- Participants
- 1,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,384,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $239,384,731
- Employer contributions
- $3,989,050
- Participant contributions
- $11,759,409
- Total income / additions
- $51,090,968
- Benefits paid
- $18,481,892
- Administrative expenses
- $205,721
- Total expenses
- $18,803,857
- Net increase / (decrease)
- $32,287,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $137,315 | $0 |
| Strategic Retirement Group | ADVISOR/CONSULTANT | $38,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $14,700 | $0 |
| Bonadio & Co., LLC | AUDITOR | $13,845 | not reported in the loaded dataset |