2023 Form 5500 filing — Wexford Health Sources, Inc. Union Employees 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 20241015070305NAL0015928723001) for Wexford Health Sources, Inc. Union Employees Retirement Plan, reported by Wexford Health Sources, Inc. under EIN 59-2363973 and plan number 002. It reports 1,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070305NAL0015928723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wexford Health Sources, Inc.
- EIN
- 59-2363973
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 1,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,250,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,250,767
- Employer contributions
- $1,019,691
- Participant contributions
- $2,401,867
- Total income / additions
- $8,348,535
- Benefits paid
- $3,816,340
- Administrative expenses
- $188,790
- Total expenses
- $4,028,608
- Net increase / (decrease)
- $4,319,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $117,452 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $68,328 | $0 |
| Dunbar Bender & Zapf | TPA | $3,010 | not reported in the loaded dataset |