2023 Form 5500 filing — The Adirondack Health Tax Deferred 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 20241009132151NAL0010652243001) for The Adirondack Health Tax Deferred Annuity Plan, reported by Adirondack Medical Center Dba Adirondack Health under EIN 14-1731786 and plan number 001. It reports 1,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132151NAL0010652243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adirondack Medical Center Dba Adirondack Health
- EIN
- 14-1731786
- Plan number
- 001
- Location
- Saranac Lake, NY
- Participants
- 1,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,567,351
- Net assets (EOY)
- $90,567,351
- Employer contributions
- $1,861,353
- Participant contributions
- $3,851,277
- Total income / additions
- $19,932,292
- Benefits paid
- $7,871,604
- Administrative expenses
- $2,418
- Total expenses
- $7,970,168
- Net increase / (decrease)
- $11,962,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $281,304 | $0 |
| Healthcare Community Securities Cor | BROKER | $0 | $139,826 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |