West Virginia University Medical Corp. Charleston Division Retirement Plan — Form 5500 plan (West Virginia University Medical Corp. Charleston Division Retirement)
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 Medical Corp. Charleston Division Retirement Plan is a benefit plan reported by West Virginia University Medical Corp. Charleston Division Retirement under EIN 55-0779739 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $29,021,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia University Medical Corp. Charleston Division Retirement
- EIN
- 55-0779739
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $29,021,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241014203216NAL0047429760003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,021,591
- Net assets (EOY)
- $29,021,591
- Net assets (BOY)
- $23,815,768
Income & contributions
- Participant contributions
- $1,704,811
- Total contributions
- $1,704,811
- Total income / additions
- $6,130,192
Expenses & distributions
- Benefits paid
- $889,401
- Administrative expenses
- $34,968
- Total expenses
- $924,369
- Net increase / (decrease)
- $5,205,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $11,161 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Virginia University Medical Corp. Charleston Division Retirement
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Morgan Stanley Smith Barney — Schedule C compensation
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation