Moses/Weitzman Health System, Inc. 403b Retirement Plan — Form 5500 plan (Moses/Weitzman Health System, 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, Moses/Weitzman Health System, Inc. 403b Retirement Plan is a benefit plan reported by Moses/Weitzman Health System, Inc under EIN 85-0521893 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,765 participants and $93,613,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moses/Weitzman Health System, Inc
EIN
85-0521893
Plan number
001
Plan type
2
Location
Middletown, CT
Latest filing year
2023
Participants
1,765
End-of-year plan assets
$93,613,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,765H, C20241014161123NAL0013600675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,613,581
Net assets (EOY)
$93,613,581
Net assets (BOY)
$75,416,238

Income & contributions

Employer contributions
$4,467,194
Participant contributions
$6,836,245
Total contributions
$11,977,526
Total income / additions
$26,072,872

Expenses & distributions

Benefits paid
$7,495,168
Administrative expenses
$134,820
Total expenses
$7,875,529
Net increase / (decrease)
$18,197,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$134,820$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages