New York › Health care and social assistance › 250 to 499 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111
Sponsored by Arnot Ogden Medical Center, Elmira, NY
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111 covered 324 participants and held $13.7M in net assets. The plan is a defined benefit pension plan sponsored by Arnot Ogden Medical Center of Elmira, New York.
Net assets came to $42,326 per participant, well below the $87,254 median for defined benefit plans with 250 to 499 participants and well below the $62,049 median for defined benefit plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $30K: $93.41 per participant, well below the same-size median of $413. Administrative expenses charged to the plan were $90K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $7.4M in 2009 to $13.7M in 2024 (up 84%), and participants from 571 to 324 (down 43%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $42,326 | $87,254 | $62,049 | $86,221 |
| Employer contributions per active participant | — | $11,032 | $7,491 | $10,244 |
| Schedule C compensation per participant | $93.41 | $413 | $248 | $344 |
| Schedule C compensation, share of net assets | 0.22% | 0.51% | 0.39% | 0.42% |
| Administrative expenses per participant | $278 | $596 | $427 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 250 to 499 participants (873 plans), health care and social assistance (542) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 324 | $13.7M | $42,327 | — | — | $30K |
| 2023 | 325 | $14.1M | $43,243 | — | — | $16K |
| 2022 | 329 | $13.6M | $41,404 | — | — | $16K |
| 2021 | 346 | $18.5M | $53,390 | $0 | $0 | $27K |
| 2020 | 358 | $17.9M | $50,075 | $550K | $0 | $25K |
| 2019 | 372 | $15.9M | $42,782 | $0 | $0 | $29K |
| 2018 | 390 | $14.1M | $36,031 | $3,000 | — | $30K |
| 2017 | 459 | $15.3M | $33,412 | $31K | — | $29K |
| 2016 | 462 | $13.7M | $29,712 | $400K | — | $24K |
| 2015 | 469 | $13.0M | $27,780 | $500K | — | $35K |
| 2014 | 522 | $13.1M | $25,174 | $104K | — | $42K |
| 2013 | 557 | $12.6M | $22,607 | $362K | — | $6,000 |
| 2012 | 582 | $10.3M | $17,620 | $597K | $0 | $37K |
| 2011 | 586 | $8.9M | $15,159 | $499K | — | $42K |
| 2010 | 579 | $8.7M | $15,000 | $520K | — | $38K |
| 2009 | 571 | $7.4M | $13,028 | $220K | — | $28K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$14,054,437
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$542,399
- Benefits paid$792,902
- Administrative expenses$90,176
- Total expenses$883,078
- Net income−$340,679
- Net transfers$0
- Net assets, end of year$13,713,758
Participants
- Active participants79
- Retired or separated, receiving benefits138
- Retired or separated, entitled to future benefits96
- Total participants, end of year324
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Conning Collective Investment Trust | Investment management fees paid directly by plan | $10,513 | $0 |
| Eagle Capital Management LLC | Investment management fees paid directly by plan | $10,204 | $0 |
| Silchester International | Investment management fees paid directly by plan | $9,549 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$59,399
- Investment advisory and management fees$30,777
- Total administrative expenses$90,176
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Master trust investment accounts$13.7M · 100.0%
- Receivables$1,430 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1BBenefits are primarily flat dollar (includes dollars per year of service)
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 622000: Hospitals.
Other plans of Arnot Ogden Medical Center
| Plan | Participants | Net assets |
|---|---|---|
| Arnot Health Employee Retirement Plan | 4,027 | $152M |
| Aomc Pension Plan for Non-Union Employees | 2,131 | $104M |
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Retirement Plan for Employees of Southampton Hospital Association | Southampton Hospital Association | 336 | $21.8M | $64,860 |
| Hebrew Home for the Aged at Riverdale Retirement Income Plan | Hebrew Home for the Aged at Riverdale | 304 | $21.4M | $70,411 |
| United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust | United Cerebral Palsy Association of Nassau County | 343 | $15.1M | $43,954 |
| Masonic Hall & Asylum Employees Retirement Fund | Trustees of the Masonic Hall & Asylum Fund | 302 | $24.2M | $80,032 |
| Retirement Plan for the Employees of Blythedale Children's Hospital | Blythedale Children's Hospital | 358 | $49.4M | $137,947 |
| Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan | Parker Jewish Institute for Health Care and Rehabilitation | 284 | $24.2M | $85,328 |
Defined benefit plans in health care and social assistance closest in size.
Questions and answers
How big is Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111?
324 participants at the end of the plan year ending 31 Dec 2024, of whom 79 were active employees, with net assets of $13,713,758. Among defined benefit plans that places it in the 250 to 499 participants band, which held 873 plans in plan year 2024.
What does Arnot Ogden Medical Center contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $30,266 in compensation to service provider organisations, $93.41 per participant or 0.22% of net assets. The same-size median among plans reporting any Schedule C compensation was $413 per participant. Administrative expenses on Schedule H were $90,176. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Arnot Ogden Medical Center. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 23 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 16-0743905, plan 002, received 23 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.