2023 Form 5500 filing — Wca Hospital 403(B) Retirement Savings 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 20241011135117NAL0021979569001) for Wca Hospital 403(B) Retirement Savings Plan, reported by Upmc Chautauqua At Wca under EIN 16-0743226 and plan number 002. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011135117NAL0021979569001
Filing year
2023
Form type
2
Plan sponsor
Upmc Chautauqua At Wca
EIN
16-0743226
Plan number
002
Location
Jamestown, NY
Participants
721
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$64,165,287
Net assets (EOY)
$64,165,287
Total income / additions
$6,545,549
Benefits paid
$4,027,776
Administrative expenses
$89,458
Total expenses
$4,117,234
Net increase / (decrease)
$2,428,315
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationCONTRACT ADMINISTRATOR$89,458$105

Related Form 5500 pages