Retirement Plan Of Saratoga Hospital — Form 5500 plan (Saratoga 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, Retirement Plan Of Saratoga Hospital is a benefit plan reported by Saratoga Hospital under EIN 14-1338547 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,106 participants and $321,973,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saratoga Hospital
- EIN
- 14-1338547
- Plan number
- 001
- Plan type
- 2
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
- Participants
- 4,106
- End-of-year plan assets
- $321,973,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,106 | H, C | 20241014173427NAL0015367379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,973,883
- Net assets (EOY)
- $321,973,883
- Net assets (BOY)
- $267,730,682
Income & contributions
- Employer contributions
- $9,122,385
- Participant contributions
- $19,170,627
- Total contributions
- $30,077,611
- Total income / additions
- $80,338,774
Expenses & distributions
- Benefits paid
- $25,561,394
- Administrative expenses
- $533,881
- Total expenses
- $26,095,573
- Net increase / (decrease)
- $54,243,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $533,881 | $0 | 2023 |
| Morgan Stanley Dean Witter | BROKER | $0 | $213,005 | 2023 |
| Healthcare Commission Secur Co | BROKER | $0 | $73,842 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saratoga Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Saratoga Springs, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Dean Witter — Schedule C compensation
- Healthcare Commission Secur Co — Schedule C compensation
- National Financial Services — Schedule C compensation