Wexford Health Sources, Inc. Union Employees Retirement Plan — Form 5500 plan (Wexford Health Sources, 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, Wexford Health Sources, Inc. Union Employees Retirement Plan is a benefit plan reported by Wexford Health Sources, Inc. under EIN 59-2363973 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,377 participants and $31,250,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wexford Health Sources, Inc.
- EIN
- 59-2363973
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,377
- End-of-year plan assets
- $31,250,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,377 | H, C | 20241015070305NAL0015928723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,250,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,250,767
- Net assets (BOY)
- $27,295,983
Income & contributions
- Employer contributions
- $1,019,691
- Participant contributions
- $2,401,867
- Total contributions
- $3,519,400
- Total income / additions
- $8,348,535
Expenses & distributions
- Benefits paid
- $3,816,340
- Administrative expenses
- $188,790
- Total expenses
- $4,028,608
- Net increase / (decrease)
- $4,319,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $117,452 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $68,328 | $0 | 2023 |
| Dunbar Bender & Zapf | TPA | $3,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wexford Health Sources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Dunbar Bender & Zapf — Schedule C compensation