Windber Medical Center 403(B) Plan — Form 5500 plan (Windber Medical Center)
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, Windber Medical Center 403(B) Plan is a benefit plan reported by Windber Medical Center under EIN 25-1244202 and plan number 002. The latest loaded filing year is 2023. The filing reports 659 participants and $15,110,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windber Medical Center
- EIN
- 25-1244202
- Plan number
- 002
- Plan type
- 2
- Location
- Windber, PA
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $15,110,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20241014130557NAL0026220033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,110,690
- Net assets (EOY)
- $15,110,690
- Net assets (BOY)
- $12,325,065
Income & contributions
- Employer contributions
- $262,772
- Participant contributions
- $1,251,166
- Total contributions
- $1,533,021
- Total income / additions
- $3,399,491
Expenses & distributions
- Benefits paid
- $609,311
- Administrative expenses
- $1,878
- Total expenses
- $613,866
- Net increase / (decrease)
- $2,785,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tbs Agency, Inc. | BROKER/ADVIS ER | $0 | $24,551 | 2023 |
| Metro Benefits, Inc. | THIRD PARTY ADMIN | $700 | $6,534 | 2023 |
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER ADMINISTRAT | $1,120 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | 55 | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windber Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Windber, PA
- Tbs Agency, Inc. — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Empower Annuity Insurance Co.Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation