Ellis Hospital Employees Defined Contribution Retirement Plan — Form 5500 plan (Ellis Hospital)

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, Ellis Hospital Employees Defined Contribution Retirement Plan is a benefit plan reported by Ellis Hospital under EIN 14-1338428 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,854 participants and $253,770,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellis Hospital
EIN
14-1338428
Plan number
003
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
4,854
End-of-year plan assets
$253,770,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,854H, C20241014064909NAL0043725680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$253,770,185
Net assets (EOY)
$253,770,185
Net assets (BOY)
$230,519,221

Income & contributions

Employer contributions
$5,067,631
Participant contributions
$10,015,757
Total contributions
$16,821,469
Total income / additions
$51,138,772

Expenses & distributions

Benefits paid
$27,188,172
Administrative expenses
$622,242
Total expenses
$27,887,808
Net increase / (decrease)
$23,250,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CoNONE$619,788$02023
NationwideNONE$2,182$02023
Creative Plan Administrators IncNONE$272$2832023

Related Form 5500 pages