2023 Form 5500 filing — Oneida Healthcare Center Pension 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 20241014164052NAL0015308691001) for Oneida Healthcare Center Pension Plan, reported by Oneida Health Systems, Inc. under EIN 16-1492011 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164052NAL0015308691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oneida Health Systems, Inc.
- EIN
- 16-1492011
- Plan number
- 001
- Location
- Oneida, NY
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,034,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,034,793
- Total income / additions
- $4,215,904
- Benefits paid
- $2,503,797
- Administrative expenses
- $231,913
- Total expenses
- $2,735,710
- Net increase / (decrease)
- $1,480,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $128,855 | not reported in the loaded dataset |
| Rbc Capital Markets, LLC | NONE | $7,569 | not reported in the loaded dataset |
| Morgan Stanley Bank N.A. | NONE | $0 | $0 |
| Morgan Stanley Private Bank N.A. | NONE | $0 | $0 |
| Harding Loevner Funds Hl Intl Eqty | NONE | $0 | $0 |