West Virginia University Health System 401(K) Plan — Form 5500 plan (Wvu Health System)

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 Health System 401(K) Plan is a benefit plan reported by Wvu Health System under EIN 55-0754713 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,364 participants and $255,241,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wvu Health System
EIN
55-0754713
Plan number
002
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
3,364
End-of-year plan assets
$255,241,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,364H, C20241011133406NAL0038866768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$255,241,932
Total liabilities (EOY)
$0
Net assets (EOY)
$255,241,932
Net assets (BOY)
$132,550,991

Income & contributions

Total contributions
$37,662
Total income / additions
$19,478,603

Expenses & distributions

Benefits paid
$11,974,316
Administrative expenses
$301,090
Total expenses
$12,377,345
Net increase / (decrease)
$7,101,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Inst OpsRECORDKEEPER$291,329$02023
Baker TillyAUDITOR$21,600not reported in the loaded dataset2023

Related Form 5500 pages