Plan5500

Employees' Retirement Plan Of Ellis Hospital — Form 5500 plan (Ellis Medicine)

Plain-English plan 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, Employees' Retirement Plan Of Ellis Hospital is a benefit plan reported by Ellis Medicine under EIN 14-1338428 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,099 participants and $54,015,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellis Medicine
EIN
14-1338428
Plan number
001
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
1,099
End-of-year plan assets
$54,015,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,099H, C20241011155709NAL0023164545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,015,943
Total liabilities (EOY)
$70,239
Net assets (EOY)
$53,945,704
Net assets (BOY)
$56,703,115

Income & contributions

Total contributions
$0
Total income / additions
$4,380,359

Expenses & distributions

Benefits paid
$6,633,665
Administrative expenses
$504,105
Total expenses
$7,137,770
Net increase / (decrease)
-$2,757,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Management Company LlpNONE$183,718not reported in the loaded dataset2023
Milliman, Inc.NONE$90,932not reported in the loaded dataset2023
Principal BankNONE$37,927not reported in the loaded dataset2023
Onedigital Investment Advisors LLCNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages