Search public Form 5500 filings

Plans

• planRetirement Income Plan Of Utica Mutual Insurance CompanyFinancial statementProvider compensation2023 filing
  $367Mreported assets (EOY)
  Sponsor: Utica Mutual Insurance CompanyEIN: 15-0476880Plan: 002Participants: 1,326Assets: $366,999,603Net assets: $367MAssets / participant: $276.8KLocation: New Hartford, NYLatest: 2023
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• planUtica Mutual Insurance Company Employee Profit Sharing And Investment PlanFinancial statementProvider compensation2023 filing
  $320.7Mreported assets (EOY)
  Sponsor: Utica Mutual Insurance CompanyEIN: 15-0476880Plan: 001Participants: 1,914Assets: $320,688,991Net assets: $320.7MAssets / participant: $167.5KLocation: New Hartford, NYLatest: 2023
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• planPar Technology Corporation Retirement PlanFinancial statementProvider compensation2023 filing
  $114Mreported assets (EOY)
  Sponsor: Par Technology CorporationEIN: 16-1434688Plan: 001Participants: 1,811Assets: $113,988,334Net assets: $114MAssets / participant: $62.9KLocation: New Hartford, NYLatest: 2023
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• planSlocum-Dickson Medical Group, Pllc Retirement PlanFinancial statementProvider compensation2023 filing
  $87.7Mreported assets (EOY)
  Sponsor: Slocum-Dickson Medical Group, PllcEIN: 20-0362623Plan: 002Participants: 736Assets: $87,658,440Net assets: $87.7MAssets / participant: $119.1KLocation: New Hartford, NYLatest: 2023
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• planSitrin 403b PlanFinancial statementProvider compensation2023 filing
  $13.8Mreported assets (EOY)
  Sponsor: Charles T. Sitrin Health Care CenterEIN: 22-3100745Plan: 001Participants: 563Assets: $13,751,327Net assets: $13.8MAssets / participant: $24.4KLocation: New Hartford, NYLatest: 2023
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• planMohawk Valley Retina, Pllc Employee Savings Retirement PlanFinancial statement2023 filing
  $10.4Mreported assets (EOY)
  Sponsor: Mohawk Valley Retina, PllcEIN: 16-1541649Plan: 001Participants: 61Assets: $10,413,037Net assets: $10.4MAssets / participant: $170.7KLocation: New Hartford, NYLatest: 2023
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• planMuzaffar N. Khan, Physician, P.C. Deferred Savings And Profit Sharing Plan And TrustFinancial statement2023 filing
  $6Mreported assets (EOY)
  Sponsor: Muzaffar N. Khan, Physician, P.C.EIN: 16-1597000Plan: 001Participants: 4Assets: $5,958,210Net assets: $6MAssets / participant: $1.5MLocation: New Hartford, NYLatest: 2023
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• planTrainor Associates, Inc. 401(K) Profit Sharing Plan And TrustFinancial statement2023 filing
  $4.4Mreported assets (EOY)
  Sponsor: Trainor Associates, Inc.EIN: 16-1339844Plan: 001Participants: 29Assets: $4,354,141Net assets: $4.4MAssets / participant: $150.1KLocation: New Hartford, NYLatest: 2023
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