2023 Form 5500 filing — Hp-Uov 401k Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812143234NAL0005519331001) for Hp-Uov 401k Retirement Plan, reported by The Health Plan Of West Virginia, Inc. under EIN 55-0585592 and plan number 002. It reports 726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812143234NAL0005519331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Health Plan Of West Virginia, Inc.
- EIN
- 55-0585592
- Plan number
- 002
- Location
- Wheeling, WV
- Participants
- 726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,479,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,479,009
- Employer contributions
- $2,263,989
- Participant contributions
- $1,968,125
- Total income / additions
- $9,988,050
- Benefits paid
- $6,372,691
- Administrative expenses
- $6,421
- Total expenses
- $6,379,112
- Net increase / (decrease)
- $3,608,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mckinley Carter Wealth Services, In | INVESTMENT ADVISOR | $42,488 | not reported in the loaded dataset |
| Mmlis | BROKER/ADVISOR | $0 | $19,569 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,850 | $0 |
| Dunbar Bender & Zapf, Inc. | CONTRACT ADMIN | $1,250 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,081 | not reported in the loaded dataset |