Plan5500

2023 Form 5500 filing — Chambersburg Hospital Bargaining 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 20241014154150NAL0015231395001) for Chambersburg Hospital Bargaining 403(B) Plan, reported by Wellspan Health under EIN 22-2517863 and plan number 011. It reports 2,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014154150NAL0015231395001
Filing year
2023
Form type
2
Plan sponsor
Wellspan Health
EIN
22-2517863
Plan number
011
Location
York, PA
Participants
2,019
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$71,054,575
Total liabilities (EOY)
$0
Net assets (EOY)
$71,054,575
Employer contributions
$0
Participant contributions
$4,907,718
Total income / additions
$15,350,995
Benefits paid
$3,054,583
Administrative expenses
$188,035
Total expenses
$3,242,618
Net increase / (decrease)
$12,108,377
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Company Of AmericaRECORDKEEPER$136,398$0
Wellspan HealthPLAN ADMINSITRATOR$26,450not reported in the loaded dataset
Stambaugh Ness, Inc.AUDITOR$12,288not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$10,094not reported in the loaded dataset
Alokdeshpande Dba/ SmartpathINVESTMENT ADVISORY$2,805not reported in the loaded dataset
Td Ameritrade Inc.BROKERAGE SERVICES$0not reported in the loaded dataset
Charles Schwab & Co., Inc.SECURITIES BROKERAGE$0not reported in the loaded dataset

Related Form 5500 pages