2023 Form 5500 filing — West Virginia University Health System 403(B) Retirement 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 20241011133459NAL0022844353001) for West Virginia University Health System 403(B) Retirement Savings Plan, reported by Wvu Health System under EIN 55-0754713 and plan number 001. It reports 30,516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133459NAL0022844353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wvu Health System
- EIN
- 55-0754713
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 30,516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,467,425,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,467,425,337
- Employer contributions
- $58,050,532
- Participant contributions
- $95,246,997
- Total income / additions
- $376,845,288
- Benefits paid
- $77,535,714
- Administrative expenses
- $1,804,884
- Total expenses
- $81,114,024
- Net increase / (decrease)
- $295,731,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Inst Op | RECORDKEEPER | $1,682,147 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $72,637 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $42,600 | not reported in the loaded dataset |
| Raymond James Fin Servs | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset |