2023 Form 5500 filing — West Virginia University Medical Corp. Charleston Division 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 20241014203216NAL0047429760003) for West Virginia University Medical Corp. Charleston Division Retirement Plan, reported by West Virginia University Medical Corp. Charleston Division Retirement under EIN 55-0779739 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203216NAL0047429760003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Virginia University Medical Corp. Charleston Division Retirement
- EIN
- 55-0779739
- Plan number
- 002
- Location
- Charleston, WV
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,021,591
- Net assets (EOY)
- $29,021,591
- Participant contributions
- $1,704,811
- Total income / additions
- $6,130,192
- Benefits paid
- $889,401
- Administrative expenses
- $34,968
- Total expenses
- $924,369
- Net increase / (decrease)
- $5,205,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $11,161 | $0 |