Search public Form 5500 filings

Plans

• planHobart And William Smith Colleges Retirement PlanFinancial statementProvider compensation2023 filing
  $228.5Mreported assets (EOY)
  Sponsor: Hobart And William Smith CollegesEIN: 16-0743040Plan: 002Participants: 1,737Assets: $228,520,919Net assets: $228.5MAssets / participant: $131.6KLocation: Geneva, NYLatest: 2023
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• planRetirement Savings Plan Of Finger Lakes Regional Health SystemFinancial statementProvider compensation2023 filing
  $99.8Mreported assets (EOY)
  Sponsor: Finger Lakes Regional Health System, Inc.EIN: 22-3193606Plan: 002Participants: 1,750Assets: $99,788,701Net assets: $99.8MAssets / participant: $57KLocation: Geneva, NYLatest: 2023
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• planIbew Local 840 Pension FundFinancial statementProvider compensation2023 filing
  $28.9Mreported assets (EOY)
  Sponsor: Ibew Local 840 Pension Fund Board Of TrusteesEIN: 16-6075984Plan: 001Participants: 236Assets: $28,891,365Net assets: $27.8MAssets / participant: $122.4KLocation: Geneva, NYLatest: 2023
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• planAbility Partners Retirement PlanFinancial statementProvider compensation2023 filing
  $21Mreported assets (EOY)
  Sponsor: Finger Lakes United Cerebral Palsy, Inc.EIN: 16-0965912Plan: 001Participants: 1,031Assets: $21,010,423Net assets: $21MAssets / participant: $20.4KLocation: Geneva, NYLatest: 2023
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• planLocal 840 Ibew Annuity FundFinancial statementProvider compensation2023 filing
  $15.6Mreported assets (EOY)
  Sponsor: Board Of Trustees Of Ibew Local 840 Annuity FundEIN: 22-6477218Plan: 002Participants: 315Assets: $15,583,089Net assets: $15.6MAssets / participant: $49.5KLocation: Geneva, NYLatest: 2023
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• planVance Metal Fabricators, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $12Mreported assets (EOY)
  Sponsor: Vance Metal Fabricators, Inc.EIN: 16-0703026Plan: 004Participants: 27Assets: $11,971,024Net assets: $11.4MAssets / participant: $443.4KLocation: Geneva, NYLatest: 2023
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• planTax Deferred Annuity Plan For Legal Assistance Of Western New York, Inc.Financial statementProvider compensation2023 filing
  $11Mreported assets (EOY)
  Sponsor: Legal Assistance Of Western New York, Inc.EIN: 16-0955954Plan: 003Participants: 207Assets: $10,972,399Net assets: $11MAssets / participant: $53KLocation: Geneva, NYLatest: 2023
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• planLocal No. 840 I.B.E.W. Group Insurance PlanFinancial statementProvider compensation2023 filing
  $6.3Mreported assets (EOY)
  Sponsor: Board Of Trustees Local No. 840 Ibew Health Insurance PlanEIN: 33-1118241Plan: 503Participants: 135Assets: $6,287,561Net assets: $6.2MAssets / participant: $46.6KLocation: Geneva, NYLatest: 2023
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