2023 Form 5500 filing — Oneida Healthcare Center 403(B) 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 20241014163259NAL0045319056001) for Oneida Healthcare Center 403(B) Plan, reported by Oneida Healthcare Center under EIN 16-1492011 and plan number 002. It reports 1,300 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)$66.2MReported net assets$66,195,335
Participants1.3K1,300
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014163259NAL0045319056001
Plan sponsor
Oneida Healthcare Center
EIN
16-1492011
Plan number
002
Location
Oneida, NY
Received date
not reported in the loaded dataset
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)$66.2M total assets
Net assets$66.2MLiabilities$0
Money in vs. money out
Total income / additions$15.6M
Total expenses$4.1M
Benefits paid / distributions$3.8M
Contributions
Employer$1.5M
Participant$4M
Full reported line items
Total assets (EOY)
$66,195,335
Total liabilities (EOY)
$0
Net assets (EOY)
$66,195,335
Employer contributions
$1,490,868
Participant contributions
$3,950,360
Total income / additions
$15,625,225
Benefits paid
$3,848,781
Administrative expenses
$175,347
Total expenses
$4,104,909
Net increase / (decrease)
$11,520,316

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$0$0
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages