Chambersburg Hospital Bargaining 403(B) Plan — Form 5500 plan (Wellspan Health)
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, Chambersburg Hospital Bargaining 403(B) Plan is a benefit plan reported by Wellspan Health under EIN 22-2517863 and plan number 011. The latest loaded filing year is 2023. The filing reports 2,019 participants and $71,054,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellspan Health
- EIN
- 22-2517863
- Plan number
- 011
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 2,019
- End-of-year plan assets
- $71,054,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,019 | H, C | 20241014154150NAL0015231395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,054,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,054,575
- Net assets (BOY)
- $58,946,198
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $4,907,718
- Total contributions
- $5,203,579
- Total income / additions
- $15,350,995
Expenses & distributions
- Benefits paid
- $3,054,583
- Administrative expenses
- $188,035
- Total expenses
- $3,242,618
- Net increase / (decrease)
- $12,108,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Company Of America | RECORDKEEPER | $136,398 | $0 | 2023 |
| Wellspan Health | PLAN ADMINSITRATOR | $26,450 | not reported in the loaded dataset | 2023 |
| Stambaugh Ness, Inc. | AUDITOR | $12,288 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $10,094 | not reported in the loaded dataset | 2023 |
| Alokdeshpande Dba/ Smartpath | INVESTMENT ADVISORY | $2,805 | not reported in the loaded dataset | 2023 |
| Td Ameritrade Inc. | BROKERAGE SERVICES | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellspan Health
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Company Of America — Schedule C compensation
- Wellspan Health — Schedule C compensation
- Stambaugh Ness, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Alokdeshpande Dba/ Smartpath — Schedule C compensation
- Td Ameritrade Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation