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Original filing (PDF)20251015122902NAL0006253344001
OLEAN GENERAL HOSPITAL
Form 5500
FILING_RECEIVED
PENSION PROGRAM FOR EMPLOYEES OF OLEAN GENERAL HOSPITAL
Defined-benefit pension plan
Signals · 3
~138 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
296
Accounts w/ balance
—
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
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)
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
- 138 bps in Schedule C fees — 376% above peer band of 29 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 OLEAN GENERAL HOSPITAL.
Plan sponsor
Name
OLEAN GENERAL HOSPITAL
EIN
16-0743102
Address
515 MAIN STREET · OLEAN, NY · 147601513
Phone
(716) 375-6104
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LUMSDEN AND MCCORMICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOOMERSHINE CONSULTING GROUP, LLC | 20-8714603 | — | N/A | $216K | — |
| PRIME, BUCHHOLZ & ASSOCIATES | 02-0426421 | — | N/A | $33K | — |
| COMMUNITY BANK | 15-0436580 | — | N/A | $22K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | N/A | $4K | — |
| PARNASSUS INVESTMENTS | — | SAN FRANCISCO, CA | N/A | $0 | — |
| T. ROWE PRICE ASSOCIATES, INC. | — | BALTIMORE, MD | N/A | $0 | — |
| HARBOR CAPITAL ADVISOR, INC. | 34-1953397 | — | N/A | $0 | — |
Investments
1 pooled fund· $2.0M(10% 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 |
|---|---|---|---|
| SSGA REAL ASSET NL FUND (ZVBQ) STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 291 | Common Collective Trust | $2.0M | 9.9% |
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