· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KALEIDA HEALTH — WATERFRONT HEALTH CARE CENTER RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715074546NAL0004150002001
KALEIDA HEALTH
Form 5500-SF
FILING_RECEIVED
WATERFRONT HEALTH CARE CENTER RETIREMENT PLAN
403(b) retirement plan
Active participants
4
Accounts w/ balance
15
Plan assets (EOY)
$382K
Net assets (EOY)
$382K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KALEIDA HEALTH
.
Find decision makers
Plan sponsor
Name
KALEIDA HEALTH
EIN
16-1533232
Address
100 HIGH STREET, BOX 209 · BUFFALO, NY · 14203
Phone
(716) 859-8601
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ELITE HEALTHCARE NURSING SERVICES, INC.
ELITE HEALTHCARE NURSING SERVICES 401(K) PLAN
$382K · 4 participants
GEORGIA CARE GROUP LLC
GEORGIA CARE GROUP LLC RETIREMENT SAVINGS PLAN
$381K · 55 participants
UPPER SAVANNAH CARE SERVICES
UPPER SAVANNAH CARE SERVICES RETIREMENT PLAN
$381K · 13 participants
SUNRISE HOME CARE INC
SUNRISE HOMECARE INC 401(K) PROFIT SHARING PLAN & TRUST
$382K · 65 participants
EURO-AMERICAN HOMECARE, LLC
EURO-AMERICAN HOMECARE, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$381K · 126 participants
HEPWORTH GROUP, INC.
HEPWORTH GROUP, INC. 401(K) PROFIT SHARING PLAN
$381K · 2 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
