2023 Form 5500 filing — Healthalliance 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 20241108090933NAL0012606881001) for Healthalliance 403(B) Plan, reported by Healthalliance Hospital - Mary'S Avenue Campus under EIN 14-1338470 and plan number 001. It reports 1,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108090933NAL0012606881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthalliance Hospital - Mary'S Avenue Campus
- EIN
- 14-1338470
- Plan number
- 001
- Location
- Kingston, NY
- Participants
- 1,536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,810,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,810,032
- Employer contributions
- $1,555,525
- Participant contributions
- $4,461,790
- Total income / additions
- $19,787,617
- Benefits paid
- $6,338,449
- Administrative expenses
- $174,060
- Total expenses
- $6,538,900
- Net increase / (decrease)
- $13,248,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $92,490 | $0 |
| Capfinancial (Captrust) | NONE | $66,089 | not reported in the loaded dataset |
| Groom Law Group Chartered | NONE | $13,216 | not reported in the loaded dataset |