Western Wisconsin Health 403(B) Plan — Form 5500 plan (Baldwin Area Medical Center, Inc.)

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, Western Wisconsin Health 403(B) Plan is a benefit plan reported by Baldwin Area Medical Center, Inc. under EIN 39-0808526 and plan number 001. The latest loaded filing year is 2023. The filing reports 651 participants and $35,520,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baldwin Area Medical Center, Inc.
EIN
39-0808526
Plan number
001
Plan type
2
Location
Baldwin, WI
Latest filing year
2023
Participants
651
End-of-year plan assets
$35,520,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023651H, C20241009104649NAL0018181025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,520,955
Total liabilities (EOY)
$0
Net assets (EOY)
$35,520,955
Net assets (BOY)
$30,587,768

Income & contributions

Employer contributions
$790,940
Participant contributions
$1,729,225
Total contributions
$2,751,710
Total income / additions
$8,466,605

Expenses & distributions

Benefits paid
$3,419,878
Administrative expenses
$100,284
Total expenses
$3,533,418
Net increase / (decrease)
$4,933,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$100,284$02023

Related Form 5500 pages