2023 Form 5500 filing — Northern Oswego County Health Services, Inc. Erisa 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 20241015152748NAL0014965827001) for Northern Oswego County Health Services, Inc. Erisa 403(B) Plan, reported by Northern Oswego County Health Services, Inc. under EIN 23-7036393 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152748NAL0014965827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Oswego County Health Services, Inc.
- EIN
- 23-7036393
- Plan number
- 001
- Location
- Pulaski, NY
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,535,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,535,593
- Employer contributions
- $383,432
- Participant contributions
- $1,279,980
- Total income / additions
- $3,832,215
- Benefits paid
- $565,388
- Administrative expenses
- $96,793
- Total expenses
- $662,181
- Net increase / (decrease)
- $3,170,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $65,695 | not reported in the loaded dataset |
| Cadaret Grant & Co Inc | INVESTMENT ADVISOR | $30,190 | not reported in the loaded dataset |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $0 | not reported in the loaded dataset |