2023 Form 5500 filing — Western Wisconsin Health 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 20241009104649NAL0018181025001) for Western Wisconsin Health 403(B) Plan, reported by Baldwin Area Medical Center, Inc. under EIN 39-0808526 and plan number 001. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104649NAL0018181025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baldwin Area Medical Center, Inc.
- EIN
- 39-0808526
- Plan number
- 001
- Location
- Baldwin, WI
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,520,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,520,955
- Employer contributions
- $790,940
- Participant contributions
- $1,729,225
- Total income / additions
- $8,466,605
- Benefits paid
- $3,419,878
- Administrative expenses
- $100,284
- Total expenses
- $3,533,418
- Net increase / (decrease)
- $4,933,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $100,284 | $0 |