WVU HEALTH SYSTEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $211,536,640 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $376,845,288 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $81,114,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $77,535,714 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $1,766,040 |
| Value of total corrective distributions | 2023-12-31 | $7,386 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $182,962,587 |
| Value of total assets at end of year | 2023-12-31 | $1,467,425,337 |
| Value of total assets at beginning of year | 2023-12-31 | $960,157,433 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,804,884 |
| Total interest from all sources | 2023-12-31 | $2,223,367 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $34,493,800 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $34,493,800 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $95,246,997 |
| Participant contributions at end of year | 2023-12-31 | $14,062,642 |
| Participant contributions at beginning of year | 2023-12-31 | $10,080,536 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $29,665,058 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $156,707 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $295,731,264 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,467,425,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $960,157,433 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $80,137 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,375,251,038 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $869,318,651 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $6,934,916 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $8,524,580 |
| Interest on participant loans | 2023-12-31 | $524,034 |
| Interest earned on other investments | 2023-12-31 | $1,005,735 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $693,598 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $70,475,935 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $71,334,790 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $1,571,132 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $158,136,959 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-1,128,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $58,050,532 |
| Employer contributions (assets) at end of year | 2023-12-31 | $700,806 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $898,876 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $75,964,582 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-12-31 | 301413443 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $211,536,640 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $376,845,288 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $81,114,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $77,535,714 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $1,766,040 |
| Value of total corrective distributions | 2023-01-01 | $7,386 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $182,962,587 |
| Value of total assets at end of year | 2023-01-01 | $1,467,425,337 |
| Value of total assets at beginning of year | 2023-01-01 | $960,157,433 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,804,884 |
| Total interest from all sources | 2023-01-01 | $2,223,367 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $34,493,800 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $34,493,800 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $95,246,997 |
| Participant contributions at end of year | 2023-01-01 | $14,062,642 |
| Participant contributions at beginning of year | 2023-01-01 | $10,080,536 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $29,665,058 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $156,707 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $295,731,264 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,467,425,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $960,157,433 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $80,137 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,375,251,038 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $869,318,651 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $6,934,916 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $8,524,580 |
| Interest on participant loans | 2023-01-01 | $524,034 |
| Interest earned on other investments | 2023-01-01 | $1,005,735 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $693,598 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $70,475,935 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $71,334,790 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $1,571,132 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $158,136,959 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-1,128,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $58,050,532 |
| Employer contributions (assets) at end of year | 2023-01-01 | $700,806 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $898,876 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $75,964,582 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-01-01 | 301413443 |
| 2022 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $10,872,860 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-43,427,845 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $57,003,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $55,365,650 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $346,258 |
| Value of total corrective distributions | 2022-12-31 | $5,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $116,995,738 |
| Value of total assets at end of year | 2022-12-31 | $960,157,433 |
| Value of total assets at beginning of year | 2022-12-31 | $1,049,715,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,286,492 |
| Total interest from all sources | 2022-12-31 | $3,223,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $38,398,754 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $38,398,754 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $68,300,617 |
| Participant contributions at end of year | 2022-12-31 | $10,080,536 |
| Participant contributions at beginning of year | 2022-12-31 | $8,468,668 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,533,510 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $11,484 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,237,203 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-100,431,266 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $960,157,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,049,715,839 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $49,289 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $869,318,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $962,452,007 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,524,580 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,457,325 |
| Interest on participant loans | 2022-12-31 | $427,553 |
| Interest earned on other investments | 2022-12-31 | $2,611,551 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $184,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $71,334,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $69,551,624 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,129,352 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-202,747,017 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $689,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $41,161,611 |
| Employer contributions (assets) at end of year | 2022-12-31 | $898,876 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $786,215 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $54,236,298 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $10,872,860 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-43,427,845 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $57,003,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $55,365,650 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $346,258 |
| Value of total corrective distributions | 2022-01-01 | $5,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $116,995,738 |
| Value of total assets at end of year | 2022-01-01 | $960,157,433 |
| Value of total assets at beginning of year | 2022-01-01 | $1,049,715,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,286,492 |
| Total interest from all sources | 2022-01-01 | $3,223,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $38,398,754 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $38,398,754 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $68,300,617 |
| Participant contributions at end of year | 2022-01-01 | $10,080,536 |
| Participant contributions at beginning of year | 2022-01-01 | $8,468,668 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $7,533,510 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $11,484 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,237,203 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-100,431,266 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $960,157,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,049,715,839 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $49,289 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $869,318,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $962,452,007 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $8,524,580 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $8,457,325 |
| Interest on participant loans | 2022-01-01 | $427,553 |
| Interest earned on other investments | 2022-01-01 | $2,611,551 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $184,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $71,334,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $69,551,624 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $1,129,352 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-202,747,017 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $689,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $41,161,611 |
| Employer contributions (assets) at end of year | 2022-01-01 | $898,876 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $786,215 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $54,236,298 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $241,745,888 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $52,846,100 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $51,363,135 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $333,974 |
| Value of total corrective distributions | 2021-12-31 | $23,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $116,446,276 |
| Value of total assets at end of year | 2021-12-31 | $1,049,715,839 |
| Value of total assets at beginning of year | 2021-12-31 | $860,816,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,125,697 |
| Total interest from all sources | 2021-12-31 | $781,923 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $43,265,477 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $43,265,477 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $61,452,937 |
| Participant contributions at end of year | 2021-12-31 | $8,468,668 |
| Participant contributions at beginning of year | 2021-12-31 | $6,868,326 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $1,913,471 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $17,876,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $859,396 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,095,697 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $188,899,788 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,049,715,839 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $860,816,051 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $30,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $962,452,007 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $761,352,435 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,457,325 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,731,964 |
| Interest on participant loans | 2021-12-31 | $383,409 |
| Interest earned on other investments | 2021-12-31 | $397,703 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $811 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $69,551,624 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $81,033,303 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,867,312 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $79,076,818 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,315,998 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $37,117,209 |
| Employer contributions (assets) at end of year | 2021-12-31 | $786,215 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,916,552 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $49,495,823 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
| 2020 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $204,256,295 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $48,152,257 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $47,012,949 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $119,571 |
| Value of total corrective distributions | 2020-12-31 | $2,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $89,730,398 |
| Value of total assets at end of year | 2020-12-31 | $860,816,051 |
| Value of total assets at beginning of year | 2020-12-31 | $704,712,013 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,017,129 |
| Total interest from all sources | 2020-12-31 | $3,793,912 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $19,013,056 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $19,013,056 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $55,472,087 |
| Participant contributions at end of year | 2020-12-31 | $6,868,326 |
| Participant contributions at beginning of year | 2020-12-31 | $5,355,650 |
| Participant contributions at end of year | 2020-12-31 | $1,913,471 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $15,299,581 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $752,568 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,017,129 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $156,104,038 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $860,816,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $704,712,013 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $761,352,435 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $604,391,005 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $7,731,964 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,568,604 |
| Interest on participant loans | 2020-12-31 | $321,608 |
| Interest earned on other investments | 2020-12-31 | $3,453,465 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $18,839 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $81,033,303 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $85,925,596 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $2,001,646 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $91,038,376 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-72,015 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $18,958,730 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,916,552 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $471,158 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $45,011,303 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-12-31 | 390859910 |
| 2019 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $639,288 |
| Total income from all sources (including contributions) | 2019-12-31 | $195,151,597 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $39,007,952 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $37,392,312 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $845,994 |
| Value of total corrective distributions | 2019-12-31 | $333 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $88,354,355 |
| Value of total assets at end of year | 2019-12-31 | $704,712,013 |
| Value of total assets at beginning of year | 2019-12-31 | $549,207,656 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $769,313 |
| Total interest from all sources | 2019-12-31 | $3,204,477 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $17,363,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $17,363,322 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $46,781,955 |
| Participant contributions at end of year | 2019-12-31 | $5,355,650 |
| Participant contributions at beginning of year | 2019-12-31 | $3,770,573 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $12,163,395 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $639,288 |
| Other income not declared elsewhere | 2019-12-31 | $486,555 |
| Administrative expenses (other) incurred | 2019-12-31 | $769,313 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $765,801 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $156,143,645 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $704,712,013 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $548,568,368 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $604,391,005 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $442,506,584 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,568,604 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $9,391,774 |
| Interest on participant loans | 2019-12-31 | $261,254 |
| Interest earned on other investments | 2019-12-31 | $2,786,899 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $156,324 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $85,925,596 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $90,126,474 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $85,257,928 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $484,960 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $29,409,005 |
| Employer contributions (assets) at end of year | 2019-12-31 | $471,158 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $2,646,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $37,392,312 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2019-12-31 | 390859910 |
