2023 Form 5500 filing — Wellspan 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 20241015153519NAL0016770643001) for Wellspan 403(B) Retirement Savings Plan, reported by Wellspan Health under EIN 22-2517863 and plan number 005. It reports 27,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153519NAL0016770643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellspan Health
- EIN
- 22-2517863
- Plan number
- 005
- Location
- York, PA
- Participants
- 27,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,259,337,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,259,337,691
- Employer contributions
- $89,392,844
- Participant contributions
- $125,113,948
- Total income / additions
- $566,948,700
- Benefits paid
- $137,391,371
- Administrative expenses
- $1,583,870
- Total expenses
- $139,680,152
- Net increase / (decrease)
- $427,268,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $1,253,242 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $175,415 | not reported in the loaded dataset |
| Aloke Desnpande Dba Smartpath, Inc. | CONSULTING | $112,200 | not reported in the loaded dataset |
| Stambaugh Ness, Inc. | AUDITOR | $21,915 | not reported in the loaded dataset |
| Mz Kark & Associates | ADVISOR | $10,385 | not reported in the loaded dataset |
| Physician Wealth Solutions | ADVISOR | $5,017 | not reported in the loaded dataset |
| Flexible Plan Investments, Ltd | ADVISOR | $1,772 | not reported in the loaded dataset |
| Sharaportfolio, Inc. | ADVISOR | $1,583 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $1,010 | $0 |
| Brighthouse Life Insurance Company | INVESTMENT ADVISORY | $698 | not reported in the loaded dataset |
| Charles Schwab & Co. | BROKERAGE SERVICES | $609 | $0 |
| Mutual Of America | INVESTMENT ADVISORY | $24 | not reported in the loaded dataset |