West Virginia University Medical Corporation Retirement Plan — Form 5500 plan (Wvu Medical 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, West Virginia University Medical Corporation Retirement Plan is a benefit plan reported by Wvu Medical Corporation under EIN 55-0492006 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,512 participants and $343,725,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wvu Medical Corporation
- EIN
- 55-0492006
- Plan number
- 004
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
- Participants
- 2,512
- End-of-year plan assets
- $343,725,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,512 | H, C | 20241011135651NAL0043891090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $343,725,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,725,206
- Net assets (BOY)
- $288,022,839
Income & contributions
- Employer contributions
- $24,056,330
- Total contributions
- $24,108,057
- Total income / additions
- $73,038,100
Expenses & distributions
- Benefits paid
- $17,116,904
- Administrative expenses
- $218,829
- Total expenses
- $17,335,733
- Net increase / (decrease)
- $55,702,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $186,456 | $0 | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $11,950 | not reported in the loaded dataset | 2023 |
| Raymond James Finc Srvcs Advs | INVESTMENT ADVISOR | $5,175 | not reported in the loaded dataset | 2023 |
| Valic | INVESTMENT MANAGEMENT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wvu Medical Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Morgantown, WV
- Fid Inv Inst Ops Co — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Raymond James Finc Srvcs Advs — Schedule C compensation
- Valic — Schedule C compensation