Original filing (PDF)20251015125445NAL0002439923001

Oneida Health Systems, Inc.

Name: Oneida Health Systems, Inc. — Oneida Healthcare, Form 5500 (2024)
Creator: Oneida Health Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Oneida Healthcare Center Pension Plan

Defined-benefit pension plan · Oneida Health Systems, Inc.'s Oneida Healthcare Center Pension Plan held $41.6M in plan assets for 127 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

127

Accounts w/ balance

—

Plan assets (EOY)

$41.6M

Net assets (EOY)

$41.6M

How this plan invests

This plan

195 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONEIDA HEALTH SYSTEMS, INC..

Plan sponsor

Name

ONEIDA HEALTH SYSTEMS, INC.

EIN

16-1492011all filings

Address

321 GENESEE STREET · ONEIDA, NY · 134212611

Phone

(315) 361-2040

Industry

Health Care & Social Assistance

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FUSTCHARLES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS, LLC	41-1416330	—	NONE	$184K	—

Investments

195 direct securities· $39.5M(95% of reported assets)

Bonds / Notes

$25.3M

168 holdings

U.S. Treasuries

$5.8M

7 holdings

Common Collective Trusts

$4.5M

3 holdings

Corporate Bonds

$1.3M

8 holdings

Mutual Funds

$951K

4 holdings

Other securities

$626K

2 holdings

Cash / Money Market

$587K

2 holdings

Agency / Mortgage-Backed

$429K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$4.5M Goldman Sachs$1.6M JPMorgan$1.5M Wells Fargo / Allspring$810K State Street / SPDR$583K Vanguard$347K Schwab$252K Prudential / PGIM$178K Northern Trust

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					% of plan
U.S. Treasury U.S. Treasury Note, maturity date 02/15/2052, 2.250%, $3,458,000	U.S. Treasuries	—	$2.2M	$2.1M	5.0%
iShares S&P 500 Value Index Exchange-traded fund, 10,412 shares	Common Collective Trusts	—	$710K	$2.0M	4.8%
iShares S&P 500 Growth Index Exchange-traded fund, 18,870 shares	Common Collective Trusts	—	$344K	$1.9M	4.6%
U.S. Treasury U.S. Treasury Note, maturity date 11/15/2041, 2.000%, $2,045,000	U.S. Treasuries	—	$1.4M	$1.4M	3.3%
Government Bonds U.S. Treasury U.S. Treasury Note, maturity date 05/15/2040, 1.125%, $1,223,000	U.S. Treasuries	—	$803K	$736K	1.8%
Goldman Sachs Group Inc/The Corporate bond, maturity date 10/21/2032, 2.650%, $729,000	Bonds / Notes	—	$588K	$616K	1.5%
SPDR S&P 500 Trust Series 1 Exchange-traded fund, 994 shares	Common Collective Trusts	—	$114K	$583K	1.4%
U.S. Treasury Fed Strip Principal Payment U.S. Treasury Note, maturity date 05/15/2050, 0.000%, $1,893,000	U.S. Treasuries	—	$578K	$559K	1.3%
U.S. Treasury Fed Strip Principal Payment U.S. Treasury Note, maturity date 08/15/2049, 0.000%, $1,790,000	U.S. Treasuries	—	$696K	$539K	1.3%
Wells Fargo & Co Corporate bond, maturity date 06/02/2028, 2.393%, $570,000	Bonds / Notes	—	$576K	$537K	1.3%
Toronto Dominion Bank Corporate bond, maturity date 09/15/2026, 4.693%, $505,000	Bonds / Notes	—	$499K	$504K	1.2%
FNMA GTD Pass Thru Pool Corporate bond, maturity date 09/01/2052, 5.000%, $540,000	Agency / Mortgage-Backed	—	$402K	$429K	1.0%
Federal Home Loan MTG Corporate bond, maturity date 12/01/2053, 5.000%, $455,000	Bonds / Notes	—	$421K	$418K	1.0%
Goldman Sachs Group Inc/The Corporate bond, maturity date 02/24/2028, 2.640%, $435,000	Bonds / Notes	—	$393K	$415K	1.0%
Bank of America Corp FXD Corporate bond, maturity date 12/20/2028, 3.419%, $419,000	Bonds / Notes	—	$442K	$402K	1.0%
Exchange-Traded Funds iShares S&P Midcap 400 Index Exchange-traded fund, 6,432 shares	Other securities	—	$115K	$401K	1.0%
Citigroup Inc FXD Corporate bond, maturity date 01/29/2031, 2.666%, $450,000	Bonds / Notes	—	$392K	$398K	1.0%
Truist Financial Corp FXD Corporate bond, maturity date 10/30/2029, 7.161%, $370,000	Bonds / Notes	—	$392K	$396K	1.0%
US Bancorp FXD Corporate bond, maturity date 11/03/2036, 2.490%, $485,000	Bonds / Notes	—	$437K	$393K	0.9%
BNY Mellon Corp FXD Corporate bond, maturity date 10/25/2029, 6.317%, $365,000	Bonds / Notes	—	$392K	$383K	0.9%
Consolidated Edison Co of New York Inc Corporate bond, maturity date 04/01/2030, 3.350%, $380,000	Bonds / Notes	—	$391K	$353K	0.8%
Oracle Corp Corporate bond, maturity date 04/01/2030, 2.950%, $390,000	Bonds / Notes	—	$406K	$352K	0.8%
Harding Loevner International Equity Mutual fund, 14,372 shares	Mutual Funds	—	$284K	$352K	0.8%
U.S. Treasury Fed Strip Principal Payment U.S. Treasury Note, maturity date 05/15/2051, 0.000%, $1,235,000	U.S. Treasuries	—	$390K	$349K	0.8%
Federated Government Obligations Fund Money market fund, 346,752 shares	Cash / Money Market	—	$347K	$347K	0.8%
Extra Space Storage LP Corporate bond, maturity date 12/15/2027, 3.875%, $340,000	Bonds / Notes	—	$343K	$332K	0.8%
Capital One Financial Corp FXD Corporate bond, maturity date 11/02/2027, 1.878%, $335,000	Bonds / Notes	—	$291K	$316K	0.8%
Capital One Financial Corp FXD Corporate bond, maturity date 07/26/2030, 5.247%, $310,000	Bonds / Notes	—	$311K	$309K	0.7%
American Express Co Corporate bond, maturity date 07/28/2027, 5.389%, $305,000	Bonds / Notes	—	$307K	$308K	0.7%
Exxon Mobil Corp Corporate bond, maturity date 03/01/2026, 3.043%, $311,000	Bonds / Notes	—	$316K	$306K	0.7%
JPMorgan Chase & Co Corporate bond, maturity date 04/23/2029, 4.005%, $310,000	Bonds / Notes	—	$299K	$301K	0.7%
PNC Financial Services Group Corporate bond, maturity date 05/14/2030, 5.492%, $295,000	Bonds / Notes	—	$297K	$299K	0.7%
JPMorgan Chase & Co FXD Corporate bond, maturity date 02/04/2032, 1.953%, $360,000	Bonds / Notes	—	$269K	$298K	0.7%
Citigroup Inc Corporate bond, maturity date 05/25/2034, 6.174%, $290,000	Bonds / Notes	—	$296K	$296K	0.7%
JPMorgan Chase & Co Corporate bond, maturity date 06/01/2034, 5.350%, $295,000	Bonds / Notes	—	$297K	$295K	0.7%
Sabine Pass Liquefaction LLC Corporate bond, maturity date 06/30/2026, 5.875%, $290,000	Bonds / Notes	—	$288K	$293K	0.7%
, Continued Energy Transfer Operating LP Corporate bond, maturity date 05/15/2028, 4.950%, $290,000	Corporate Bonds	—	$291K	$290K	0.7%
PNC Financial Services Group Corporate bond, maturity date 01/21/2028, 5.300%, $280,000	Bonds / Notes	—	$283K	$282K	0.7%
Wells Fargo & Co Corporate bond, maturity date 11/17/2045, 4.900%, $315,000	Bonds / Notes	—	$371K	$273K	0.7%
Air Lease Corp Corporate bond, maturity date 02/01/2030, 3.000%, $285,000	Bonds / Notes	—	$257K	$257K	0.6%
Schwab Charles Corp Corporate bond, maturity date 05/19/2034, 5.853%, $245,000	Mutual Funds	—	$255K	$252K	0.6%
Sysco Corp Corporate bond, maturity date 04/01/2050, 6.600%, $227,000	Bonds / Notes	—	$324K	$249K	0.6%
3M Company Corporate bond, maturity date 04/15/2030, 3.050%, $270,000	Corporate Bonds	—	$253K	$247K	0.6%
Schlumberger Invt Corporate bond, maturity date 05/15/2028, 4.500%, $245,000	Bonds / Notes	—	$245K	$243K	0.6%
Money Market Funds * RBC Wealth Management Money market fund, 240,228 shares	Cash / Money Market	—	$240K	$240K	0.6%
Goldman Sachs Group Inc/The Corporate bond, maturity date 03/09/2027, 1.431%, $250,000	Bonds / Notes	—	$223K	$240K	0.6%
Vanguard FTSE Developed Markets Fund Exchange-traded fund, 4,843 shares	Mutual Funds	—	$189K	$232K	0.6%
, Continued JPMorgan Chase & Co FXD Corporate bond, maturity date 07/24/2038, 3.882%, $265,000	Corporate Bonds	—	$229K	$226K	0.5%
iShares Core S&P Small Cap E Exchange-traded fund, 1,957 shares	Other securities	—	$56K	$225K	0.5%
BP Capital Markets America Inc Corporate bond, maturity date 02/08/2061, 3.379%, $350,000	Bonds / Notes	—	$353K	$222K	0.5%

1–50 of 195

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