Wilmington Health, Pllc Retirement Plan — Form 5500 plan (Wilmington Health, Pllc)
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, Wilmington Health, Pllc Retirement Plan is a benefit plan reported by Wilmington Health, Pllc under EIN 56-1980160 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,356 participants and $141,681,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilmington Health, Pllc
- EIN
- 56-1980160
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 1,356
- End-of-year plan assets
- $141,681,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,356 | H, C | 20241106125503NAL0010106305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,681,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,681,694
- Net assets (BOY)
- $113,114,830
Income & contributions
- Employer contributions
- $4,321,625
- Participant contributions
- $5,185,734
- Total contributions
- $12,302,809
- Total income / additions
- $33,424,139
Expenses & distributions
- Benefits paid
- $4,459,373
- Administrative expenses
- $397,902
- Total expenses
- $4,857,275
- Net increase / (decrease)
- $28,566,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $158,335 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $98,451 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NON | $49,640 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $20,091 | $0 | 2023 |
| Rbc Capital Markets | NONE | $16,018 | not reported in the loaded dataset | 2023 |
| New York Life Life Insurance Co. | NONE | $13,720 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $12,131 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $7,910 | not reported in the loaded dataset | 2023 |
| Tim Looney Investements, LLC | NONE | $5,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilmington Health, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Merrill Lynch — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- New York Life Life Insurance Co. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Raymond James — Schedule C compensation
- Tim Looney Investements, LLC — Schedule C compensation