Health Partners Of Western Ohio 403(B) Plan — Form 5500 plan (Health Partners Of Western Ohio)
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, Health Partners Of Western Ohio 403(B) Plan is a benefit plan reported by Health Partners Of Western Ohio under EIN 56-2330309 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $12,755,703 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,755,703
Participants612Covered participants reported
Assets / participant$20.8KComputed: assets ÷ participants$20,843 (computed)
Provider compensationNone reported
- Plan sponsor
- Health Partners Of Western Ohio
- EIN
- 56-2330309
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 612 | H | 20241008140045NAL0008432179001 |
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,755,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,755,703
- Net assets (BOY)
- $9,391,043
Income & contributions
- Employer contributions
- $833,793
- Participant contributions
- $1,331,364
- Total contributions
- $2,434,165
- Total income / additions
- $4,272,499
Expenses & distributions
- Benefits paid
- $893,600
- Administrative expenses
- $10,485
- Total expenses
- $907,839
- Net increase / (decrease)
- $3,364,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.