form5500lookup

Form 5500 · Retirement plan · WELLSVILLE, NY

JONES MEMORIAL HOSPITAL

The filing calls this plan JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN.

JONES MEMORIAL HOSPITAL of WELLSVILLE, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
METROPOLITAN LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2807681 · plan 003 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
556
Contracts on file
1
Contract value
$143,107
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $143,107 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC548December$143,107$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

BENEFIT PLANS ADMIN SERVICES, INC.
Recordkeeping and information management · EIN 16-1503696
$21,295
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$10,469,385
Paid out in benefits
$620,574
Participants at the start of the year
556
Participants with account balances
548

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 16-1503696
BENEFIT PLANS ADMIN SERVICES, INC.
Independent accountantEIN 16-1131146
BONADIO & CO., LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

Employee Benefit PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Pension PlanForm 5500 filing · no insured Schedule A contractsSupplemental Retirement PlanForm 5500-SF filing · no insured Schedule A contracts

More employer plans in New York — largest plans, brokers, carriers and renewal months.