Plan5500

Wv-Oh Supplemental Health Plan — Form 5500 plan (Wv Supplemental Health Fund)

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, Wv-Oh Supplemental Health Plan is a benefit plan reported by Wv Supplemental Health Fund under EIN 30-0002072 and plan number 501. The latest loaded filing year is 2023. The filing reports 993 participants and $4,407,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wv Supplemental Health Fund
EIN
30-0002072
Plan number
501
Plan type
1
Location
Ona, WV
Latest filing year
2023
Participants
993
End-of-year plan assets
$4,407,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023993H, C20241007112846NAL0007524835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,407,207
Total liabilities (EOY)
$13,000
Net assets (EOY)
$4,394,207
Net assets (BOY)
$3,827,521

Income & contributions

Employer contributions
$2,111,015
Total contributions
$2,111,015
Total income / additions
$2,538,812

Expenses & distributions

Benefits paid
$1,911,438
Administrative expenses
$60,688
Total expenses
$1,972,126
Net increase / (decrease)
$566,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Benefit CorporationPLAN ADMINISTRATOR$24,715not reported in the loaded dataset2023
Standard Valuations IncCONSULTING$8,000not reported in the loaded dataset2023
Kozicki Hughes Tickerhoof PllcPLAN AUDITOR$7,500not reported in the loaded dataset2023
John F. Dascoli PllcLEGAL$7,285not reported in the loaded dataset2023

Related Form 5500 pages