Plan Snapshot
- Plan Sponsor: Arnot Ogden Medical Center
- Sponsor EIN: 160743905
- Sponsor Address: 600 ROE AVE, ELMIRA, NY, 149051629
- Plan Type: DB
- Total Participants: 276
- Total Assets: $101.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $101.1M | $0 | $0 |
| 2023 | 313 | $105.8M | $0 | $0 |
| 2022 | 341 | $103.6M | $0 | $0 |
| 2021 | 2,169 | $140.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CONNING COLLECTIVE INVESTMENT TRUST | NONE | $72,466 | — | $72,466 |
| EAGLE CAPITAL MANAGEMENT LLC | NONE | $70,331 | — | $70,331 |
| SILCHESTER INTERNATIONAL | NONE | $65,813 | — | $65,813 |
| EFPR GROUP, CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT LLC — NONE
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,610
- Estimated Expense Ratio: 0.206% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $621,548 | $212,132 | — | — | — |
| 2023 | $1,603,649 | $119,537 | — | — | — |
| 2022 | $441,699 | $118,641 | — | — | — |
| 2021 | $1,121,938 | — | — | — | — |