Plan Snapshot
- Plan Sponsor: Arnot Ogden Medical Center
- Sponsor EIN: 160743905
- Sponsor Address: 600 ROE AVE, ELMIRA, NY, 149051629
- Plan Type: DB
- Total Participants: 79
- Total Assets: $13.7M
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 | 79 | $13.7M | $0 | $0 |
| 2023 | 88 | $14.1M | $0 | $0 |
| 2022 | 91 | $13.6M | $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 | $10,513 | — | $10,513 |
| EAGLE CAPITAL MANAGEMENT LLC | NONE | $10,204 | — | $10,204 |
| SILCHESTER INTERNATIONAL | NONE | $9,549 | — | $9,549 |
| EFPR GROUP CPA LLC | 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 CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,266
- Estimated Expense Ratio: 0.221% 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 | $90,176 | $30,777 | — | — | — |
| 2023 | $231,516 | $16,198 | — | — | — |
| 2022 | $62,829 | $15,959 | — | — | — |