Plan5500

Oswego Health 403(B) Retirement Plan — Form 5500 plan (Oswego Health)

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, Oswego Health 403(B) Retirement Plan is a benefit plan reported by Oswego Health under EIN 15-0532220 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,591 participants and $67,840,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oswego Health
EIN
15-0532220
Plan number
002
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
1,591
End-of-year plan assets
$67,840,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,591H, C20241014155300NAL0045195648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,840,186
Total liabilities (EOY)
$0
Net assets (EOY)
$67,840,186
Net assets (BOY)
$58,269,050

Income & contributions

Employer contributions
$1,359,222
Participant contributions
$4,593,850
Total contributions
$6,482,981
Total income / additions
$15,762,873

Expenses & distributions

Benefits paid
$5,935,120
Administrative expenses
$233,691
Total expenses
$6,191,737
Net increase / (decrease)
$9,571,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadaret Grant & CoNONE$103,530not reported in the loaded dataset2023
Benefit Plans Admin Services, Inc.NONE$100,936$02023
Lpl FinancialNONE$21,886not reported in the loaded dataset2023

Related Form 5500 pages