The Albany Medical Center Retirement 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, The Albany Medical Center Retirement Plan is a benefit plan reported by Albany Med Health System under EIN 14-1641730 and plan number 003. The latest loaded filing year is 2023. The filing reports 13,242 participants and $287,137,562 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
- 003
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 13,242
- End-of-year plan assets
- $287,137,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,242 | H, C | 20241015090202NAL0027891553004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $287,137,562
- Total liabilities (EOY)
- $434,413
- Net assets (EOY)
- $286,703,149
- Net assets (BOY)
- $307,439,822
Income & contributions
- Employer contributions
- $756,998
- Total contributions
- $756,998
- Total income / additions
- $40,831,594
Expenses & distributions
- Benefits paid
- $59,035,832
- Administrative expenses
- $2,532,435
- Total expenses
- $61,568,267
- Net increase / (decrease)
- -$20,736,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc. | NONE | $517,952 | not reported in the loaded dataset | 2023 |
| Conning, Inc. | NONE | $254,765 | not reported in the loaded dataset | 2023 |
| Edgewood Management LLC | NONE | $146,280 | not reported in the loaded dataset | 2023 |
| Van Berkom & Associates | NONE | $106,456 | not reported in the loaded dataset | 2023 |
| Victory Capital Mgmt Key Trust Co | NONE | $94,434 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Co | NONE | $90,938 | not reported in the loaded dataset | 2023 |
| Seaport Global Property Securities | NONE | $39,852 | not reported in the loaded dataset | 2023 |
| Accuprint | NONE | $33,473 | not reported in the loaded dataset | 2023 |
| Uhy Llp | NONE | $15,759 | 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
- Milliman Inc. — Schedule C compensation
- Conning, Inc. — Schedule C compensation
- Edgewood Management LLC — Schedule C compensation
- Van Berkom & Associates — Schedule C compensation
- Victory Capital Mgmt Key Trust Co — Schedule C compensation
- Westfield Capital Management Co — Schedule C compensation
- Seaport Global Property Securities — Schedule C compensation
- Accuprint — Schedule C compensation
- Uhy Llp — Schedule C compensation