2023 Form 5500 filing — Jameson Health System, Inc. 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 20241011095343NAL0043235618001) for Jameson Health System, Inc. 403(B) Plan, reported by Upmc Jameson Health System, Inc. under EIN 25-1536036 and plan number 004. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095343NAL0043235618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upmc Jameson Health System, Inc.
- EIN
- 25-1536036
- Plan number
- 004
- Location
- New Castle, PA
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,940,654
- Net assets (EOY)
- $20,940,654
- Total income / additions
- $3,236,702
- Benefits paid
- $1,710,728
- Administrative expenses
- $47,347
- Total expenses
- $1,758,075
- Net increase / (decrease)
- $1,478,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Annuity Insurance | INVESTMENT MANAGMENT | $47,347 | $0 |