2023 Form 5500 filing — West Virginia University Medical Corp. Charleston Division Retirement 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 20241014203216NAL0047429760003) for West Virginia University Medical Corp. Charleston Division Retirement Plan, reported by West Virginia University Medical Corp. Charleston Division Retirement under EIN 55-0779739 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29MReported net assets$29,021,591
Participants224
Provider compensation$41.2K2 Schedule C row(s)$41,161
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014203216NAL0047429760003
- Plan sponsor
- West Virginia University Medical Corp. Charleston Division Retirement
- EIN
- 55-0779739
- Plan number
- 002
- Location
- Charleston, WV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29M total assets
Net assets$29MLiabilities—
Full reported line items
- Total assets (EOY)
- $29,021,591
- Net assets (EOY)
- $29,021,591
- Participant contributions
- $1,704,811
- Total income / additions
- $6,130,192
- Benefits paid
- $889,401
- Administrative expenses
- $34,968
- Total expenses
- $924,369
- Net increase / (decrease)
- $5,205,823
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $11,161 | $0 |