2023 Form 5500 filing — Mary Washington Healthcare 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927125929NAL0002125313001) for Mary Washington Healthcare 403(B) Plan, reported by Mary Washington Healthcare under EIN 54-1240646 and plan number 003. It reports 4,920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927125929NAL0002125313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Washington Healthcare
- EIN
- 54-1240646
- Plan number
- 003
- Location
- Fredericksburg, VA
- Participants
- 4,920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $322,790,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $322,790,966
- Employer contributions
- $6,712,939
- Participant contributions
- $22,038,342
- Total income / additions
- $80,655,776
- Benefits paid
- $23,003,236
- Administrative expenses
- $329,592
- Total expenses
- $23,335,320
- Net increase / (decrease)
- $57,320,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $80,893 | $0 |
| Resources Investment Advisors LLC | CONSULTANT | $19,865 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $17,063 | not reported in the loaded dataset |