Arnot Health Employee Retirement Plan — Form 5500 plan (Arnot Ogden 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, Arnot Health Employee Retirement Plan is a benefit plan reported by Arnot Ogden Medical Center under EIN 16-0743905 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,950 participants and $137,394,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arnot Ogden Medical Center
EIN
16-0743905
Plan number
003
Plan type
2
Location
Elmira, NY
Latest filing year
2023
Participants
4,950
End-of-year plan assets
$137,394,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,950H, C20241010133757NAL0010033971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,394,323
Total liabilities (EOY)
$0
Net assets (EOY)
$137,394,323
Net assets (BOY)
$121,163,071

Income & contributions

Employer contributions
$4,289,202
Participant contributions
$4,976,403
Total contributions
$10,361,509
Total income / additions
$28,487,505

Expenses & distributions

Benefits paid
$11,870,081
Administrative expenses
$386,172
Total expenses
$12,256,253
Net increase / (decrease)
$16,231,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$213,931$02023
Kestra Advisory Services, LLCADVISOR$162,303not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$9,938$02023

Related Form 5500 pages