Albany Medical Center 403 (B) Plan — Form 5500 plan (Albany Med Health System)
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, Albany Medical Center 403 (B) Plan is a benefit plan reported by Albany Med Health System under EIN 14-1641730 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,187 participants and $525,774,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albany Med Health System
- EIN
- 14-1641730
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 12,187
- End-of-year plan assets
- $525,774,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,187 | H, C | 20241015090202NAL0027891553005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $525,774,236
- Net assets (EOY)
- $525,774,236
- Net assets (BOY)
- $433,439,382
Income & contributions
- Employer contributions
- $134,607
- Participant contributions
- $50,021,081
- Total contributions
- $54,259,499
- Total income / additions
- $134,011,797
Expenses & distributions
- Benefits paid
- $41,051,203
- Administrative expenses
- $650,885
- Total expenses
- $41,782,144
- Net increase / (decrease)
- $92,229,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $574,090 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | CONTRACT ADMINISTRATOR | $181,085 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $76,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albany Med Health System
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Fidelity Investments Institutional — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation