Champlain Valley Physicians Hospital 403(B) Retirement Savings Plan — Form 5500 plan (Champlain Valley Physicians 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, Champlain Valley Physicians Hospital 403(B) Retirement Savings Plan is a benefit plan reported by Champlain Valley Physicians Hospital under EIN 14-1338471 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,691 participants and $297,261,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champlain Valley Physicians Hospital
- EIN
- 14-1338471
- Plan number
- 001
- Plan type
- 2
- Location
- Plattsburgh, NY
- Latest filing year
- 2023
- Participants
- 2,691
- End-of-year plan assets
- $297,261,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,691 | H, C | 20241014155928NAL0027796065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,261,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,261,303
- Net assets (BOY)
- $254,191,098
Income & contributions
- Employer contributions
- $6,750,144
- Participant contributions
- $12,947,994
- Total contributions
- $20,262,255
- Total income / additions
- $62,521,924
Expenses & distributions
- Benefits paid
- $18,905,252
- Administrative expenses
- $259,252
- Total expenses
- $19,451,719
- Net increase / (decrease)
- $43,070,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $172,632 | $0 | 2023 |
| Strategic Advisors, Inc | ADVISOR | $57,151 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | PLAN SPONSOR | $15,153 | not reported in the loaded dataset | 2023 |
| Mcsoley Mccoy & Co | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Champlain Valley Physicians Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Plattsburgh, NY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Mcsoley Mccoy & Co — Schedule C compensation