Plan5500

Mary Washington Healthcare 403(B) Plan — Form 5500 plan (Mary Washington Healthcare)

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, Mary Washington Healthcare 403(B) Plan is a benefit plan reported by Mary Washington Healthcare under EIN 54-1240646 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,920 participants and $322,790,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mary Washington Healthcare
EIN
54-1240646
Plan number
003
Plan type
2
Location
Fredericksburg, VA
Latest filing year
2023
Participants
4,920
End-of-year plan assets
$322,790,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,920H, C20240927125929NAL0002125313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$322,790,966
Total liabilities (EOY)
$0
Net assets (EOY)
$322,790,966
Net assets (BOY)
$265,470,510

Income & contributions

Employer contributions
$6,712,939
Participant contributions
$22,038,342
Total contributions
$34,110,119
Total income / additions
$80,655,776

Expenses & distributions

Benefits paid
$23,003,236
Administrative expenses
$329,592
Total expenses
$23,335,320
Net increase / (decrease)
$57,320,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$80,893$02023
Resources Investment Advisors LLCCONSULTANT$19,865not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$17,063not reported in the loaded dataset2023

Related Form 5500 pages