2023 Form 5500 filing — Wayne Unc 403(B) 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 20241011083909NAL0038222944001) for Wayne Unc 403(B) Plan, reported by Wayne Memorial Hospital, Inc. under EIN 56-1484844 and plan number 002. It reports 2,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083909NAL0038222944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayne Memorial Hospital, Inc.
- EIN
- 56-1484844
- Plan number
- 002
- Location
- Goldsboro, NC
- Participants
- 2,215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,418,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,418,085
- Participant contributions
- $6,369,668
- Total income / additions
- $17,008,398
- Benefits paid
- $8,735,550
- Administrative expenses
- $224,063
- Total expenses
- $8,959,613
- Net increase / (decrease)
- $8,048,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $224,063 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |