Plan5500

Jameson Health System, Inc. 403(B) Plan — Form 5500 plan (Upmc Jameson Health System, Inc.)

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, Jameson Health System, Inc. 403(B) Plan is a benefit plan reported by Upmc Jameson Health System, Inc. under EIN 25-1536036 and plan number 004. The latest loaded filing year is 2023. The filing reports 776 participants and $20,940,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Jameson Health System, Inc.
EIN
25-1536036
Plan number
004
Plan type
2
Location
New Castle, PA
Latest filing year
2023
Participants
776
End-of-year plan assets
$20,940,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023776H, C20241011095343NAL0043235618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,940,654
Net assets (EOY)
$20,940,654
Net assets (BOY)
$19,529,134

Income & contributions

Total income / additions
$3,236,702

Expenses & distributions

Benefits paid
$1,710,728
Administrative expenses
$47,347
Total expenses
$1,758,075
Net increase / (decrease)
$1,478,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great-West Annuity InsuranceINVESTMENT MANAGMENT$47,347$02023

Related Form 5500 pages