Eastern Niagara Hospital 403(B) Retirement Plan — Form 5500 plan (Eastern Niagara 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, Eastern Niagara Hospital 403(B) Retirement Plan is a benefit plan reported by Eastern Niagara Hospital, Inc. under EIN 16-1137084 and plan number 004. The latest loaded filing year is 2023. The filing reports 471 participants and $126,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Niagara Hospital, Inc.
- EIN
- 16-1137084
- Plan number
- 004
- Plan type
- 2
- Location
- Lockport, NY
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $126,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20241008094629NAL0016414241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,967
- Net assets (BOY)
- $7,750,012
Income & contributions
- Employer contributions
- $194,684
- Participant contributions
- $328,079
- Total contributions
- $522,763
- Total income / additions
- $1,069,311
Expenses & distributions
- Benefits paid
- $8,620,648
- Administrative expenses
- $71,968
- Total expenses
- $8,692,616
- Net increase / (decrease)
- -$7,623,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,974 | $0 | 2023 |
| Lawley Retirement Advisors, LLC | INVESTMENT ADVISORY | $14,988 | $12 | 2023 |