2023 Form 5500 filing — Windber Medical Center 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 20241014130557NAL0026220033001) for Windber Medical Center 403(B) Plan, reported by Windber Medical Center under EIN 25-1244202 and plan number 002. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130557NAL0026220033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windber Medical Center
- EIN
- 25-1244202
- Plan number
- 002
- Location
- Windber, PA
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,110,690
- Net assets (EOY)
- $15,110,690
- Employer contributions
- $262,772
- Participant contributions
- $1,251,166
- Total income / additions
- $3,399,491
- Benefits paid
- $609,311
- Administrative expenses
- $1,878
- Total expenses
- $613,866
- Net increase / (decrease)
- $2,785,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tbs Agency, Inc. | BROKER/ADVIS ER | $0 | $24,551 |
| Metro Benefits, Inc. | THIRD PARTY ADMIN | $700 | $6,534 |
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER ADMINISTRAT | $1,120 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | 55 | $0 | $0 |