Chambersburg Hospital 401(A) Plan And Trust — 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, Chambersburg Hospital 401(A) Plan And Trust is a benefit plan reported by Wellspan Health under EIN 22-2517863 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,736 participants and $5,288,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellspan Health
- EIN
- 22-2517863
- Plan number
- 010
- Plan type
- 2
- Location
- Newyork, PA
- Latest filing year
- 2023
- Participants
- 1,736
- End-of-year plan assets
- $5,288,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,736 | H, C | 20250414101623NAL0000706819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,288,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,288,682
- Net assets (BOY)
- $4,270,584
Income & contributions
- Employer contributions
- $1,236,761
- Participant contributions
- $0
- Total contributions
- $1,236,761
- Total income / additions
- $1,889,602
Expenses & distributions
- Benefits paid
- $263,182
- Administrative expenses
- $17,846
- Total expenses
- $281,028
- Net increase / (decrease)
- $1,608,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stambaugh Ness, Inc. | AUDITOR | $10,900 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,895 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,051 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECRUITIES BROKER | $0 | 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 Newyork, PA
- Stambaugh Ness, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation