West Virginia University Health System 403(B) Retirement Savings Plan — Form 5500 plan (Wvu Health System)
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, West Virginia University Health System 403(B) Retirement Savings Plan is a benefit plan reported by Wvu Health System under EIN 55-0754713 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,516 participants and $1,467,425,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wvu Health System
- EIN
- 55-0754713
- Plan number
- 001
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
- Participants
- 30,516
- End-of-year plan assets
- $1,467,425,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,516 | H, C | 20241011133459NAL0022844353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,467,425,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,467,425,337
- Net assets (BOY)
- $960,157,433
Income & contributions
- Employer contributions
- $58,050,532
- Participant contributions
- $95,246,997
- Total contributions
- $182,962,587
- Total income / additions
- $376,845,288
Expenses & distributions
- Benefits paid
- $77,535,714
- Administrative expenses
- $1,804,884
- Total expenses
- $81,114,024
- Net increase / (decrease)
- $295,731,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest Inst Op | RECORDKEEPER | $1,682,147 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $72,637 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $42,600 | not reported in the loaded dataset | 2023 |
| Raymond James Fin Servs | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wvu Health System
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Morgantown, WV
- Fidelity Invest Inst Op — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Raymond James Fin Servs — Schedule C compensation