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 (401(K)) Plan is a benefit plan reported by Kaleida Health under EIN 16-1533232 and plan number 021. The latest loaded filing year is 2023. The filing reports 5,455 participants and $124,886,811 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,886,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,886,811
- Net assets (BOY)
- $107,868,059
Income & contributions
- Employer contributions
- $9,767,329
- Participant contributions
- $31,714
- Total contributions
- $10,225,384
- Total income / additions
- $27,909,367
Expenses & distributions
- Benefits paid
- $10,624,783
- Administrative expenses
- $213,083
- Total expenses
- $10,890,615
- Net increase / (decrease)
- $17,018,752