Plan Snapshot
- Plan Sponsor: Chenango Memorial Hospital
- Sponsor EIN: 150532180
- Sponsor Address: 179 NORTH BROAD STREET, NORWICH, NY, 138151019
- Plan Type: DB
- Total Participants: 93
- Total Assets: $54.6M
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 | 93 | $54.6M | $1.5M | $0 |
| 2023 | 107 | $52.1M | $700,000 | $0 |
| 2022 | 124 | $48.4M | $300,000 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON U.S. LLC | ACTUARY | $118,350 | — | $118,350 |
| NATIONAL BANK & TRUST | ASSET TRUSTEE/INV ADVISOR | $80,823 | — | $80,823 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON U.S. LLC — ACTUARY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,173
- Estimated Expense Ratio: 0.364% 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 | $321,151 | $80,823 | — | — | — |
| 2023 | $571,876 | $73,360 | — | — | — |
| 2022 | $721,139 | — | $79,509 | — | $113,410 |