2023 Form 5500 filing — Upmc Western Maryland 403(B) Savings 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 20241010134848NAL0010049155004) for Upmc Western Maryland 403(B) Savings Plan, reported by Upmc Western Maryland Corporation under EIN 52-0591531 and plan number 002. It reports 1,725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134848NAL0010049155004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upmc Western Maryland Corporation
- EIN
- 52-0591531
- Plan number
- 002
- Location
- Cumberland, MD
- Participants
- 1,725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,159,881
- Total liabilities (EOY)
- $873
- Net assets (EOY)
- $83,159,008
- Total income / additions
- $11,595,102
- Benefits paid
- $9,316,737
- Administrative expenses
- $170,103
- Total expenses
- $9,486,840
- Net increase / (decrease)
- $2,108,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $170,103 | not reported in the loaded dataset |