2023 Form 5500 filing — West Virginia University Medical Corporation 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 20241011135837NAL0038935568001) for West Virginia University Medical Corporation 403(B) Plan, reported by Wvu Medical Corporation under EIN 55-0492006 and plan number 003. It reports 2,279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135837NAL0038935568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wvu Medical Corporation
- EIN
- 55-0492006
- Plan number
- 003
- Location
- Morgantown, WV
- Participants
- 2,279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $281,583,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $281,583,387
- Participant contributions
- $23,370,314
- Total income / additions
- $66,489,984
- Benefits paid
- $13,701,693
- Administrative expenses
- $202,970
- Total expenses
- $13,905,692
- Net increase / (decrease)
- $52,584,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $186,820 | $0 |
| Baker Tilly Us, Llp | AUDITOR | $11,950 | not reported in the loaded dataset |
| Raymond James Fin Services | INVESTMENT ADVISOR | $4,200 | not reported in the loaded dataset |
| Valic | INVESTMENT MANAGEMENT | $0 | not reported in the loaded dataset |