2023 Form 5500 filing — Arnot Health Employee 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 20241010133757NAL0010033971001) for Arnot Health Employee Retirement Plan, reported by Arnot Ogden Medical Center under EIN 16-0743905 and plan number 003. It reports 4,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133757NAL0010033971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arnot Ogden Medical Center
- EIN
- 16-0743905
- Plan number
- 003
- Location
- Elmira, NY
- Participants
- 4,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,394,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,394,323
- Employer contributions
- $4,289,202
- Participant contributions
- $4,976,403
- Total income / additions
- $28,487,505
- Benefits paid
- $11,870,081
- Administrative expenses
- $386,172
- Total expenses
- $12,256,253
- Net increase / (decrease)
- $16,231,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $213,931 | $0 |
| Kestra Advisory Services, LLC | ADVISOR | $162,303 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $9,938 | $0 |