2023 Form 5500 filing — The Albany Medical Center 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 20241015090202NAL0027891553004) for The Albany Medical Center Retirement Plan, reported by Albany Med Health System under EIN 14-1641730 and plan number 003. It reports 13,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090202NAL0027891553004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albany Med Health System
- EIN
- 14-1641730
- Plan number
- 003
- Location
- Albany, NY
- Participants
- 13,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $287,137,562
- Total liabilities (EOY)
- $434,413
- Net assets (EOY)
- $286,703,149
- Employer contributions
- $756,998
- Total income / additions
- $40,831,594
- Benefits paid
- $59,035,832
- Administrative expenses
- $2,532,435
- Total expenses
- $61,568,267
- Net increase / (decrease)
- -$20,736,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc. | NONE | $517,952 | not reported in the loaded dataset |
| Conning, Inc. | NONE | $254,765 | not reported in the loaded dataset |
| Edgewood Management LLC | NONE | $146,280 | not reported in the loaded dataset |
| Van Berkom & Associates | NONE | $106,456 | not reported in the loaded dataset |
| Victory Capital Mgmt Key Trust Co | NONE | $94,434 | not reported in the loaded dataset |
| Westfield Capital Management Co | NONE | $90,938 | not reported in the loaded dataset |
| Seaport Global Property Securities | NONE | $39,852 | not reported in the loaded dataset |
| Accuprint | NONE | $33,473 | not reported in the loaded dataset |
| Uhy Llp | NONE | $15,759 | not reported in the loaded dataset |