2023 Form 5500 filing — Wilmington Health, Pllc 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 20241106125503NAL0010106305001) for Wilmington Health, Pllc Retirement Plan, reported by Wilmington Health, Pllc under EIN 56-1980160 and plan number 001. It reports 1,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106125503NAL0010106305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilmington Health, Pllc
- EIN
- 56-1980160
- Plan number
- 001
- Location
- Wilmington, NC
- Participants
- 1,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,681,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,681,694
- Employer contributions
- $4,321,625
- Participant contributions
- $5,185,734
- Total income / additions
- $33,424,139
- Benefits paid
- $4,459,373
- Administrative expenses
- $397,902
- Total expenses
- $4,857,275
- Net increase / (decrease)
- $28,566,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $158,335 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $98,451 | not reported in the loaded dataset |
| Wells Fargo | NON | $49,640 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $20,091 | $0 |
| Rbc Capital Markets | NONE | $16,018 | not reported in the loaded dataset |
| New York Life Life Insurance Co. | NONE | $13,720 | not reported in the loaded dataset |
| Charles Schwab | NONE | $12,131 | not reported in the loaded dataset |
| Raymond James | NONE | $7,910 | not reported in the loaded dataset |
| Tim Looney Investements, LLC | NONE | $5,230 | not reported in the loaded dataset |