Plan5500

Oneida Healthcare Center Pension Plan — Form 5500 plan (Oneida Health Systems, 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, Oneida Healthcare Center Pension Plan is a benefit plan reported by Oneida Health Systems, Inc. under EIN 16-1492011 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $43,034,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oneida Health Systems, Inc.
EIN
16-1492011
Plan number
001
Plan type
2
Location
Oneida, NY
Latest filing year
2023
Participants
567
End-of-year plan assets
$43,034,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241014164052NAL0015308691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,034,793
Total liabilities (EOY)
$0
Net assets (EOY)
$43,034,793
Net assets (BOY)
$41,554,599

Income & contributions

Total contributions
$0
Total income / additions
$4,215,904

Expenses & distributions

Benefits paid
$2,503,797
Administrative expenses
$231,913
Total expenses
$2,735,710
Net increase / (decrease)
$1,480,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCNONE$128,855not reported in the loaded dataset2023
Rbc Capital Markets, LLCNONE$7,569not reported in the loaded dataset2023
Morgan Stanley Bank N.A.NONE$0$02023
Morgan Stanley Private Bank N.A.NONE$0$02023
Harding Loevner Funds Hl Intl EqtyNONE$0$02023

Related Form 5500 pages