Wmchealth Network Affiliated Employers 401(K) Plan — Form 5500 plan (Westchester Medical Center Advanced Physician Services, P.C)

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, Wmchealth Network Affiliated Employers 401(K) Plan is a benefit plan reported by Westchester Medical Center Advanced Physician Services, P.C under EIN 26-4709927 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,804 participants and $315,267,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westchester Medical Center Advanced Physician Services, P.C
EIN
26-4709927
Plan number
001
Plan type
2
Location
Valhalla, NY
Latest filing year
2023
Participants
4,804
End-of-year plan assets
$315,267,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,804H, C20241011122022NAL0012475491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$315,267,699
Total liabilities (EOY)
$0
Net assets (EOY)
$315,267,699
Net assets (BOY)
$235,241,622

Income & contributions

Employer contributions
$15,938,178
Participant contributions
$28,996,105
Total contributions
$52,806,258
Total income / additions
$98,340,292

Expenses & distributions

Benefits paid
$17,595,206
Administrative expenses
$560,008
Total expenses
$18,314,215
Net increase / (decrease)
$80,026,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$302,730$02023
Capfinancial Partners LLC Dba CaptrNONE$106,641not reported in the loaded dataset2023
Groom Law Group CharteredNONE$21,592not reported in the loaded dataset2023

Related Form 5500 pages