Plan5500

Wca Hospital 403(B) Retirement Savings Plan — Form 5500 plan (Upmc Chautauqua At Wca)

Plain-English plan 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, Wca Hospital 403(B) Retirement Savings Plan is a benefit plan reported by Upmc Chautauqua At Wca under EIN 16-0743226 and plan number 002. The latest loaded filing year is 2023. The filing reports 721 participants and $64,165,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Chautauqua At Wca
EIN
16-0743226
Plan number
002
Plan type
2
Location
Jamestown, NY
Latest filing year
2023
Participants
721
End-of-year plan assets
$64,165,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023721H, C20241011135117NAL0021979569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,165,287
Net assets (EOY)
$64,165,287
Net assets (BOY)
$61,736,972

Income & contributions

Total income / additions
$6,545,549

Expenses & distributions

Benefits paid
$4,027,776
Administrative expenses
$89,458
Total expenses
$4,117,234
Net increase / (decrease)
$2,428,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationCONTRACT ADMINISTRATOR$89,458$1052023

Related Form 5500 pages