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Original filing (PDF)20251013075833NAL0001490800001
CHAMPLAIN VALLEY PHYSICIANS HOSPITAL
Form 5500
FILING_RECEIVED
CVPH MEDICAL CENTER EMP DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
479
Accounts w/ balance
—
Plan assets (EOY)
$94.8M
Net assets (EOY)
$94.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 58% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMPLAIN VALLEY PHYSICIANS HOSPITAL.
Plan sponsor
Name
CHAMPLAIN VALLEY PHYSICIANS HOSPITAL
EIN
14-1338471
Address
75 BEEKMAN STREET · PLATTSBURGH, NY · 129011438
Phone
(518) 561-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCSOLEY & MCCOY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | NONE | $127K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $114K | — |
Investments
1 pooled fund· $94.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UV HEALTH NETWORK MASTER PENSION TR THE UNIVERSITY OF VERMONT HEALTH · EIN 82-3349236 / PN 001 | Master Trust | $94.1M | 99.3% |
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