Plan5500

Mary Washington Healthcare 401(K) 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 401(K) Plan is a benefit plan reported by Mary Washington Healthcare under EIN 54-1240646 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,821 participants and $90,135,090 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
002
Plan type
2
Location
Fredericksburg, VA
Latest filing year
2023
Participants
2,821
End-of-year plan assets
$90,135,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,821H, C20240927130009NAL0002125681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,135,090
Total liabilities (EOY)
$0
Net assets (EOY)
$90,135,090
Net assets (BOY)
$83,324,624

Income & contributions

Total contributions
$0
Total income / additions
$13,327,764

Expenses & distributions

Benefits paid
$6,399,477
Administrative expenses
$117,821
Total expenses
$6,517,298
Net increase / (decrease)
$6,810,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$80,893$02023
Resources Investment Advisors LLCCONSULTANT$19,865not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$17,063not reported in the loaded dataset2023
Brighthouse Life Insurance CompanyRECORDKEEPER$90$02023

Related Form 5500 pages