2023 Form 5500 filing — Carthage Area Hospital Employees 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 20241210080301NAL0010022001001) for Carthage Area Hospital Employees Pension Plan, reported by Carthage Area Hospital under EIN 15-0622079 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210080301NAL0010022001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carthage Area Hospital
- EIN
- 15-0622079
- Plan number
- 001
- Location
- Carthage, NY
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $823,388
- Total income / additions
- -$2,839,888
- Benefits paid
- $2,611,518
- Administrative expenses
- $103,395
- Total expenses
- $2,714,913
- Net increase / (decrease)
- -$5,554,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,046 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $10,990 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $5,349 | not reported in the loaded dataset |