2023 Form 5500 filing — Ellis Hospital Employees Defined Contribution 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 20241014064909NAL0043725680001) for Ellis Hospital Employees Defined Contribution Retirement Plan, reported by Ellis Hospital under EIN 14-1338428 and plan number 003. It reports 4,854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014064909NAL0043725680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellis Hospital
- EIN
- 14-1338428
- Plan number
- 003
- Location
- Schenectady, NY
- Participants
- 4,854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $253,770,185
- Net assets (EOY)
- $253,770,185
- Employer contributions
- $5,067,631
- Participant contributions
- $10,015,757
- Total income / additions
- $51,138,772
- Benefits paid
- $27,188,172
- Administrative expenses
- $622,242
- Total expenses
- $27,887,808
- Net increase / (decrease)
- $23,250,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $619,788 | $0 |
| Nationwide | NONE | $2,182 | $0 |
| Creative Plan Administrators Inc | NONE | $272 | $283 |