Wellspan 403(B) Retirement Savings Plan — Form 5500 plan (Wellspan Health)
Plain-English plan 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, Wellspan 403(B) Retirement Savings Plan is a benefit plan reported by Wellspan Health under EIN 22-2517863 and plan number 005. The latest loaded filing year is 2023. The filing reports 27,889 participants and $2,259,337,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellspan Health
- EIN
- 22-2517863
- Plan number
- 005
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 27,889
- End-of-year plan assets
- $2,259,337,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,889 | H, C | 20241015153519NAL0016770643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,259,337,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,259,337,691
- Net assets (BOY)
- $1,832,069,143
Income & contributions
- Employer contributions
- $89,392,844
- Participant contributions
- $125,113,948
- Total contributions
- $229,492,157
- Total income / additions
- $566,948,700
Expenses & distributions
- Benefits paid
- $137,391,371
- Administrative expenses
- $1,583,870
- Total expenses
- $139,680,152
- Net increase / (decrease)
- $427,268,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $1,253,242 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $175,415 | not reported in the loaded dataset | 2023 |
| Aloke Desnpande Dba Smartpath, Inc. | CONSULTING | $112,200 | not reported in the loaded dataset | 2023 |
| Stambaugh Ness, Inc. | AUDITOR | $21,915 | not reported in the loaded dataset | 2023 |
| Mz Kark & Associates | ADVISOR | $10,385 | not reported in the loaded dataset | 2023 |
| Physician Wealth Solutions | ADVISOR | $5,017 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments, Ltd | ADVISOR | $1,772 | not reported in the loaded dataset | 2023 |
| Sharaportfolio, Inc. | ADVISOR | $1,583 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $1,010 | $0 | 2023 |
| Brighthouse Life Insurance Company | INVESTMENT ADVISORY | $698 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. | BROKERAGE SERVICES | $609 | $0 | 2023 |
| Mutual Of America | INVESTMENT ADVISORY | $24 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellspan Health
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Aloke Desnpande Dba Smartpath, Inc. — Schedule C compensation
- Stambaugh Ness, Inc. — Schedule C compensation
- Mz Kark & Associates — Schedule C compensation
- Physician Wealth Solutions — Schedule C compensation
- Flexible Plan Investments, Ltd — Schedule C compensation
- Sharaportfolio, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation
- Charles Schwab & Co. — Schedule C compensation
- Mutual Of America — Schedule C compensation