Healthalliance 403(B) Plan — Form 5500 plan (Healthalliance Hospital - Mary'S Avenue Campus)
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, Healthalliance 403(B) Plan is a benefit plan reported by Healthalliance Hospital - Mary'S Avenue Campus under EIN 14-1338470 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,536 participants and $91,810,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthalliance Hospital - Mary'S Avenue Campus
- EIN
- 14-1338470
- Plan number
- 001
- Plan type
- 2
- Location
- Kingston, NY
- Latest filing year
- 2023
- Participants
- 1,536
- End-of-year plan assets
- $91,810,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,536 | H, C | 20241108090933NAL0012606881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,810,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,810,032
- Net assets (BOY)
- $78,561,315
Income & contributions
- Employer contributions
- $1,555,525
- Participant contributions
- $4,461,790
- Total contributions
- $6,641,936
- Total income / additions
- $19,787,617
Expenses & distributions
- Benefits paid
- $6,338,449
- Administrative expenses
- $174,060
- Total expenses
- $6,538,900
- Net increase / (decrease)
- $13,248,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $92,490 | $0 | 2023 |
| Capfinancial (Captrust) | NONE | $66,089 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | NONE | $13,216 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthalliance Hospital - Mary'S Avenue Campus
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Kingston, NY
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial (Captrust) — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation