Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $125.3M assets / 2,525 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $1.2M premiums / 1,023 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OSWEGO HEALTH 403(B) RETIREMENT PLAN | 403(b) | $88.0M | 1,904 | 2025 |
| #001 | THE OSWEGO HOSPITAL RETIREMENT PLAN | Traditional DB | $37.3M | 621 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | HEALTH AND DENTAL BENEFITS PLAN OF OSWEGO HOSPITAL | Mixed | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S) | $1.2M | 1,023 | 2025 |
| #505 | FLEXIBLE SPENDING PLAN OF OSWEGO HOSPITAL | Self-funded | - | $0 | 0 | 2025 |