Plan5500

Upmc Western Maryland 403(B) Savings Plan — Form 5500 plan (Upmc Western Maryland Corporation)

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, Upmc Western Maryland 403(B) Savings Plan is a benefit plan reported by Upmc Western Maryland Corporation under EIN 52-0591531 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,725 participants and $83,159,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Western Maryland Corporation
EIN
52-0591531
Plan number
002
Plan type
2
Location
Cumberland, MD
Latest filing year
2023
Participants
1,725
End-of-year plan assets
$83,159,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,725H, C20241010134848NAL0010049155004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,159,881
Total liabilities (EOY)
$873
Net assets (EOY)
$83,159,008
Net assets (BOY)
$82,235,567

Income & contributions

Total income / additions
$11,595,102

Expenses & distributions

Benefits paid
$9,316,737
Administrative expenses
$170,103
Total expenses
$9,486,840
Net increase / (decrease)
$2,108,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$170,103not reported in the loaded dataset2023

Related Form 5500 pages