Pension Plan For Employees Of United Memorial Medical Center — Form 5500 plan (United Memorial Medical Center)
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, Pension Plan For Employees Of United Memorial Medical Center is a benefit plan reported by United Memorial Medical Center under EIN 16-0743029 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $17,783,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Memorial Medical Center
- EIN
- 16-0743029
- Plan number
- 001
- Plan type
- 2
- Location
- Batavia, NY
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $17,783,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241014130054NAL0027336801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,783,612
- Total liabilities (EOY)
- $18,711
- Net assets (EOY)
- $17,764,901
- Net assets (BOY)
- $16,319,724
Income & contributions
- Employer contributions
- $1,140,000
- Total contributions
- $1,140,000
- Total income / additions
- $3,545,285
Expenses & distributions
- Benefits paid
- $1,613,175
- Administrative expenses
- $486,933
- Total expenses
- $2,100,108
- Net increase / (decrease)
- $1,445,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $59,199 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | ASSET TRUSTEE/INV ADVISOR | $22,776 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | RECORDKEEPER | $19,680 | not reported in the loaded dataset | 2023 |