Mary Washington Healthcare Defined Benefit Retirement Plan — Form 5500 plan (Mary Washington Healthcare)
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, Mary Washington Healthcare Defined Benefit Retirement Plan is a benefit plan reported by Mary Washington Healthcare under EIN 54-1240646 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,141 participants and $123,910,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary Washington Healthcare
- EIN
- 54-1240646
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, VA
- Latest filing year
- 2023
- Participants
- 2,141
- End-of-year plan assets
- $123,910,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,141 | H, C | 20240920105207NAL0007346545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,910,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,910,168
- Net assets (BOY)
- $132,290,821
Income & contributions
- Employer contributions
- $3,056,168
- Total contributions
- $3,056,168
- Total income / additions
- $20,889,556
Expenses & distributions
- Benefits paid
- $27,152,849
- Administrative expenses
- $2,117,360
- Total expenses
- $29,270,209
- Net increase / (decrease)
- -$8,380,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARY | $585,794 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management LLC | INVESTMENT MANAGER | $195,825 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $17,063 | not reported in the loaded dataset | 2023 |
| Principal Bank | RECORDKEEPER | $15,128 | not reported in the loaded dataset | 2023 |
| Resources Inv Advisors LLC | INV ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mary Washington Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fredericksburg, VA
- Fid Inv Inst Ops Co — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Principal Bank — Schedule C compensation
- Resources Inv Advisors LLC — Schedule C compensation