Health Partners Of Western Ohio 403(B) Plan — Form 5500 plan (Health Partners Of Western Ohio)

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, Health Partners Of Western Ohio 403(B) Plan is a benefit plan reported by Health Partners Of Western Ohio under EIN 56-2330309 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $12,755,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Partners Of Western Ohio
EIN
56-2330309
Plan number
001
Plan type
2
Location
Lima, OH
Latest filing year
2023
Participants
612
End-of-year plan assets
$12,755,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023612H20241008140045NAL0008432179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,755,703
Total liabilities (EOY)
$0
Net assets (EOY)
$12,755,703
Net assets (BOY)
$9,391,043

Income & contributions

Employer contributions
$833,793
Participant contributions
$1,331,364
Total contributions
$2,434,165
Total income / additions
$4,272,499

Expenses & distributions

Benefits paid
$893,600
Administrative expenses
$10,485
Total expenses
$907,839
Net increase / (decrease)
$3,364,660

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages