2023 Form 5500 filing — Thompson Health 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 20241015095943NAL0014359747001) for Thompson Health 403(B) Plan, reported by Ff Thompson Health Systems Inc under EIN 16-0743024 and plan number 002. It reports 2,185 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)$111MReported net assets$110,958,108
Participants2.2K2,185
Provider compensation$168.5K3 Schedule C row(s)$168,494
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015095943NAL0014359747001
Plan sponsor
Ff Thompson Health Systems Inc
EIN
16-0743024
Plan number
002
Location
Canandaigua, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$111M total assets
Net assets$111MLiabilities$0
Money in vs. money out
Total income / additions$26.3M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$3.2M
Participant$6.5M
Full reported line items
Total assets (EOY)
$110,958,108
Total liabilities (EOY)
$0
Net assets (EOY)
$110,958,108
Employer contributions
$3,232,981
Participant contributions
$6,496,872
Total income / additions
$26,276,611
Benefits paid
$5,062,454
Administrative expenses
$165,462
Total expenses
$5,227,916
Net increase / (decrease)
$21,048,695
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$108.7K
    NONE · Direct $108.7K · Indirect $0
  2. 2
    FINANCIAL ADVISOR · Direct $32K
  3. 3
    SERVICE PROVIDER · Direct $27.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015095943NAL0014359747001 cover?
It is the 2023 Form 5500 filing for Thompson Health 403(B) Plan, reported by Ff Thompson Health Systems Inc (EIN 16-0743024).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages