Plan5500

The Oswego Hospital Retirement Plan — Form 5500 plan (Oswego Hospital, 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, The Oswego Hospital Retirement Plan is a benefit plan reported by Oswego Hospital, Inc. under EIN 15-0532220 and plan number 001. The latest loaded filing year is 2023. The filing reports 675 participants and $39,048,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oswego Hospital, Inc.
EIN
15-0532220
Plan number
001
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
675
End-of-year plan assets
$39,048,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023675H, C20241014154429NAL0027760257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,048,682
Total liabilities (EOY)
$80,090
Net assets (EOY)
$38,968,592
Net assets (BOY)
$37,941,259

Income & contributions

Total contributions
$0
Total income / additions
$4,532,536

Expenses & distributions

Benefits paid
$2,802,655
Administrative expenses
$702,548
Total expenses
$3,505,203
Net increase / (decrease)
$1,027,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilmington Trust, NaNONE$119,558$02023
Bpas Actuarial & Pension ServicesNONE$21,930not reported in the loaded dataset2023
Fust Charles Chambers LlpNONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages