Healthcare Association Of New York State, Inc Retirement Savings Plan — Form 5500 plan (Healthcare Association Of New York State, Inc.)

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, Healthcare Association Of New York State, Inc Retirement Savings Plan is a benefit plan reported by Healthcare Association Of New York State, Inc. under EIN 14-1405826 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $68,131,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthcare Association Of New York State, Inc.
EIN
14-1405826
Plan number
002
Plan type
2
Location
Rensselaer, NY
Latest filing year
2023
Participants
297
End-of-year plan assets
$68,131,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240712133048NAL0011300259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,131,119
Total liabilities (EOY)
$0
Net assets (EOY)
$68,131,119
Net assets (BOY)
$57,010,924

Income & contributions

Employer contributions
$1,700,280
Participant contributions
$1,737,577
Total contributions
$3,750,645
Total income / additions
$13,823,029

Expenses & distributions

Benefits paid
$2,633,775
Administrative expenses
$69,059
Total expenses
$2,702,834
Net increase / (decrease)
$11,120,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$69,059$02023

Related Form 5500 pages