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Original filing (PDF)20251014104011NAL0005451490001
CLAXTON-HEPBURN MEDICAL CENTER
Form 5500
FILING_RECEIVED
CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
791
Accounts w/ balance
867
Plan assets (EOY)
$88.0M
Net assets (EOY)
$88.0M
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 30 bps in Schedule C fees — 85% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 CLAXTON-HEPBURN MEDICAL CENTER.
Plan sponsor
Name
CLAXTON-HEPBURN MEDICAL CENTER
EIN
15-0559686
Address
214 KING ST · OGDENSBURG, NY · 136691142
Phone
(315) 393-3600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2M · 403(b)(7) custodial accounts
2E · Profit-sharing
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE COMMUNITY SECURITIES COR | 14-1764768 | RENSSELAER, NY | REG INVESTMENT ADVISOR | $148K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS. | 16-1503696 | UTICA, NY | NONE | $112K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $480 | — |
| UNUM LIFE INS. CO. OF AMERICA | 01-0278678 | — | SERVICE PROVIDER | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.