2023 Form 5500 filing — Mary Washington Healthcare Defined Benefit 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 20240920105207NAL0007346545001) for Mary Washington Healthcare Defined Benefit Retirement Plan, reported by Mary Washington Healthcare under EIN 54-1240646 and plan number 001. It reports 2,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920105207NAL0007346545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Washington Healthcare
- EIN
- 54-1240646
- Plan number
- 001
- Location
- Fredericksburg, VA
- Participants
- 2,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,910,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,910,168
- Employer contributions
- $3,056,168
- Total income / additions
- $20,889,556
- Benefits paid
- $27,152,849
- Administrative expenses
- $2,117,360
- Total expenses
- $29,270,209
- Net increase / (decrease)
- -$8,380,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARY | $585,794 | not reported in the loaded dataset |
| Pfm Asset Management LLC | INVESTMENT MANAGER | $195,825 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $17,063 | not reported in the loaded dataset |
| Principal Bank | RECORDKEEPER | $15,128 | not reported in the loaded dataset |
| Resources Inv Advisors LLC | INV ADVISORY | $5,000 | not reported in the loaded dataset |