Hp-Uov 401k Retirement Plan — Form 5500 plan (The Health Plan Of West Virginia, 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, Hp-Uov 401k Retirement Plan is a benefit plan reported by The Health Plan Of West Virginia, Inc. under EIN 55-0585592 and plan number 002. The latest loaded filing year is 2023. The filing reports 726 participants and $51,479,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Health Plan Of West Virginia, Inc.
- EIN
- 55-0585592
- Plan number
- 002
- Plan type
- 2
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 726
- End-of-year plan assets
- $51,479,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 726 | H, C | 20240812143234NAL0005519331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,479,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,479,009
- Net assets (BOY)
- $47,870,071
Income & contributions
- Employer contributions
- $2,263,989
- Participant contributions
- $1,968,125
- Total contributions
- $4,314,418
- Total income / additions
- $9,988,050
Expenses & distributions
- Benefits paid
- $6,372,691
- Administrative expenses
- $6,421
- Total expenses
- $6,379,112
- Net increase / (decrease)
- $3,608,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, In | INVESTMENT ADVISOR | $42,488 | not reported in the loaded dataset | 2023 |
| Mmlis | BROKER/ADVISOR | $0 | $19,569 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,850 | $0 | 2023 |
| Dunbar Bender & Zapf, Inc. | CONTRACT ADMIN | $1,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,081 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Health Plan Of West Virginia, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Wheeling, WV
- Mckinley Carter Wealth Services, In — Schedule C compensation
- Mmlis — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Dunbar Bender & Zapf, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation