Bradford Hospital Retirement Plan — Form 5500 plan (Olean General Hospital)
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, Bradford Hospital Retirement Plan is a benefit plan reported by Olean General Hospital under EIN 16-0743102 and plan number 003. The latest loaded filing year is 2023. The filing reports 721 participants and $24,527,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olean General Hospital
- EIN
- 16-0743102
- Plan number
- 003
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 721
- End-of-year plan assets
- $24,527,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 721 | H, C | 20250115113440NAL0012655539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,527,207
- Total liabilities (EOY)
- $2,773
- Net assets (EOY)
- $24,524,434
- Net assets (BOY)
- $23,375,762
Income & contributions
- Employer contributions
- $454,000
- Total contributions
- $454,000
- Total income / additions
- $3,203,734
Expenses & distributions
- Benefits paid
- $1,626,443
- Administrative expenses
- $428,619
- Total expenses
- $2,055,062
- Net increase / (decrease)
- $1,148,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boomershine Consulting Group, LLC | N/A | $67,853 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | N/A | $45,087 | not reported in the loaded dataset | 2023 |
| Prime Buckholz & Associates | N/A | $37,043 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | N/A | $8,232 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | N/A | $0 | $0 | 2023 |
| Parnassus Investments | N/A | $0 | $0 | 2023 |
| Harbor Capital Advisors, Inc. | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olean General Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Olean, NY
- Boomershine Consulting Group, LLC — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Prime Buckholz & Associates — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Parnassus Investments — Schedule C compensation
- Harbor Capital Advisors, Inc. — Schedule C compensation