2023 Form 5500 filing — Bradford Hospital 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 20250115113440NAL0012655539001) for Bradford Hospital Retirement Plan, reported by Olean General Hospital under EIN 16-0743102 and plan number 003. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115113440NAL0012655539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Olean General Hospital
- EIN
- 16-0743102
- Plan number
- 003
- Location
- Olean, NY
- Participants
- 721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,527,207
- Total liabilities (EOY)
- $2,773
- Net assets (EOY)
- $24,524,434
- Employer contributions
- $454,000
- Total income / additions
- $3,203,734
- Benefits paid
- $1,626,443
- Administrative expenses
- $428,619
- Total expenses
- $2,055,062
- Net increase / (decrease)
- $1,148,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boomershine Consulting Group, LLC | N/A | $67,853 | not reported in the loaded dataset |
| Fifth Third Bank | N/A | $45,087 | not reported in the loaded dataset |
| Prime Buckholz & Associates | N/A | $37,043 | not reported in the loaded dataset |
| State Street Global Advisors | N/A | $8,232 | $0 |
| T. Rowe Price Associates, Inc. | N/A | $0 | $0 |
| Parnassus Investments | N/A | $0 | $0 |
| Harbor Capital Advisors, Inc. | N/A | $0 | $0 |