Wayne Unc 403(B) Plan — Form 5500 plan (Wayne Memorial Hospital, Inc.)

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, Wayne Unc 403(B) Plan is a benefit plan reported by Wayne Memorial Hospital, Inc. under EIN 56-1484844 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,215 participants and $75,418,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wayne Memorial Hospital, Inc.
EIN
56-1484844
Plan number
002
Plan type
2
Location
Goldsboro, NC
Latest filing year
2023
Participants
2,215
End-of-year plan assets
$75,418,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,215H, C20241011083909NAL0038222944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,418,085
Total liabilities (EOY)
$0
Net assets (EOY)
$75,418,085
Net assets (BOY)
$67,369,300

Income & contributions

Participant contributions
$6,369,668
Total contributions
$6,529,454
Total income / additions
$17,008,398

Expenses & distributions

Benefits paid
$8,735,550
Administrative expenses
$224,063
Total expenses
$8,959,613
Net increase / (decrease)
$8,048,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$224,063$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages