Original filing (PDF)20250910152356NAL0013254435001

ELLIS MEDICINE

Name: ELLIS MEDICINE — ELLIS HOSPITAL 403(B) DEFERRED COMPENSATION PLAN, Form 5500 (2024)
Creator: ELLIS MEDICINE

Form 5500-SF

FILING_RECEIVED

ELLIS HOSPITAL 403(B) DEFERRED COMPENSATION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIS MEDICINE.

Plan sponsor

Name

ELLIS MEDICINE

EIN

14-1338428

Address

1101 NOTT STREET · SCHENECTADY, NY · 12308

Phone

(518) 243-4002

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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