Plan5500

West Virginia University Medical Corp. Charleston Division Retirement Plan — Form 5500 plan (West Virginia University Medical Corp. Charleston Division Retirement)

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 Corp. Charleston Division Retirement Plan is a benefit plan reported by West Virginia University Medical Corp. Charleston Division Retirement under EIN 55-0779739 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $29,021,591 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29MPlan net assets, end of year$29,021,591
Participants224Covered participants reported
Assets / participant$129.6KComputed: assets ÷ participants$129,561 (computed)
Provider compensation$41.2K2 Schedule C provider row(s)$41,161
Plan sponsor
West Virginia University Medical Corp. Charleston Division Retirement
EIN
55-0779739
Plan number
002
Plan type
2
Location
Charleston, WV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241014203216NAL0047429760003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29M total assets
Net assets$29MLiabilities—
Money in vs. money out
Total income / additions$6.1M
Total expenses$924.4K
Benefits paid / distributions$889.4K
Contributions
EmployerNot reported
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$29,021,591
Net assets (EOY)
$29,021,591
Net assets (BOY)
$23,815,768

Income & contributions

Participant contributions
$1,704,811
Total contributions
$1,704,811
Total income / additions
$6,130,192

Expenses & distributions

Benefits paid
$889,401
Administrative expenses
$34,968
Total expenses
$924,369
Net increase / (decrease)
$5,205,823
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barneynot reported in the loaded dataset$30,000not reported in the loaded dataset2023
Tiaa-Teachers Insurance And Annuitynot reported in the loaded dataset$11,161$02023

Related Form 5500 pages