2023 Form 5500 filing — Moses/Weitzman Health System, Inc. 403b Retirement 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 20241014161123NAL0013600675001) for Moses/Weitzman Health System, Inc. 403b Retirement Plan, reported by Moses/Weitzman Health System, Inc under EIN 85-0521893 and plan number 001. It reports 1,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161123NAL0013600675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moses/Weitzman Health System, Inc
- EIN
- 85-0521893
- Plan number
- 001
- Location
- Middletown, CT
- Participants
- 1,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,613,581
- Net assets (EOY)
- $93,613,581
- Employer contributions
- $4,467,194
- Participant contributions
- $6,836,245
- Total income / additions
- $26,072,872
- Benefits paid
- $7,495,168
- Administrative expenses
- $134,820
- Total expenses
- $7,875,529
- Net increase / (decrease)
- $18,197,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $134,820 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |