St. Lawrence Health System 403(B) Retirement Plan — Form 5500 plan (St. Lawrence Health System, 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, St. Lawrence Health System 403(B) Retirement Plan is a benefit plan reported by St. Lawrence Health System, Inc. under EIN 46-4259168 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,832 participants and $148,701,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Lawrence Health System, Inc.
- EIN
- 46-4259168
- Plan number
- 002
- Plan type
- 2
- Location
- Potsdam, NY
- Latest filing year
- 2023
- Participants
- 2,832
- End-of-year plan assets
- $148,701,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,832 | H, C | 20240807072034NAL0003311185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,701,814
- Net assets (EOY)
- $148,701,814
- Net assets (BOY)
- $118,569,650
Income & contributions
- Employer contributions
- $11,274,159
- Participant contributions
- $11,166,958
- Total contributions
- $23,163,127
- Total income / additions
- $43,695,609
Expenses & distributions
- Benefits paid
- $13,126,201
- Administrative expenses
- $414,363
- Total expenses
- $13,563,445
- Net increase / (decrease)
- $30,132,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $414,363 | $0 | 2023 |
| Healthcare Comm. Securities Corp | BROKER | $0 | $200,710 | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $50 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Lawrence Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Potsdam, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Healthcare Comm. Securities Corp — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation