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, Kaleida Health Savings Investment 403(B) Plan is a benefit plan reported by Kaleida Health under EIN 16-1533232 and plan number 020. The latest loaded filing year is 2023. The filing reports 9,766 participants and $648,232,991 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $648,232,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $648,232,991
- Net assets (BOY)
- $571,246,014
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $45,217,505
- Total contributions
- $47,745,700
- Total income / additions
- $141,381,772
Expenses & distributions
- Benefits paid
- $63,705,537
- Administrative expenses
- $294,680
- Total expenses
- $64,394,795
- Net increase / (decrease)
- $76,986,977