401k Plan data: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN plan

WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 401k Plan overview

Plan Name	WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN
Plan identification number	002

WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WVU HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: WVU HEALTH SYSTEM

Employer identification number (EIN): 550754713

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

401k plan membership statisitcs for WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2022: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,530
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,525
Number of retired or separated participants receiving benefits 2022-01-01 64
Number of other retired or separated participants entitled to future benefits 2022-01-01 761
Total of all active and inactive participants 2022-01-01 3,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 14
Total participants 2022-01-01 3,364
Number of participants with account balances 2022-01-01 3,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 36
2021: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,640
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,605
Number of retired or separated participants receiving benefits 2021-01-01 63
Number of other retired or separated participants entitled to future benefits 2021-01-01 854
Total of all active and inactive participants 2021-01-01 3,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 3,530
Number of participants with account balances 2021-01-01 3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 67
2020: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,756
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,755
Number of retired or separated participants receiving benefits 2020-01-01 52
Number of other retired or separated participants entitled to future benefits 2020-01-01 822
Total of all active and inactive participants 2020-01-01 3,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 11
Total participants 2020-01-01 3,640
Number of participants with account balances 2020-01-01 3,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 109
2019: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,821
Number of retired or separated participants receiving benefits 2019-01-01 50
Number of other retired or separated participants entitled to future benefits 2019-01-01 880
Total of all active and inactive participants 2019-01-01 3,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 3,756
Number of participants with account balances 2019-01-01 3,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 168

Measure	Date	Value
2022: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,530
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,525
Number of retired or separated participants receiving benefits	2022-01-01	64
Number of other retired or separated participants entitled to future benefits	2022-01-01	761
Total of all active and inactive participants	2022-01-01	3,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	14
Total participants	2022-01-01	3,364
Number of participants with account balances	2022-01-01	3,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	36
2021: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,640
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,605
Number of retired or separated participants receiving benefits	2021-01-01	63
Number of other retired or separated participants entitled to future benefits	2021-01-01	854
Total of all active and inactive participants	2021-01-01	3,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	3,530
Number of participants with account balances	2021-01-01	3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	67
2020: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,756
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,755
Number of retired or separated participants receiving benefits	2020-01-01	52
Number of other retired or separated participants entitled to future benefits	2020-01-01	822
Total of all active and inactive participants	2020-01-01	3,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	11
Total participants	2020-01-01	3,640
Number of participants with account balances	2020-01-01	3,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	109
2019: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,821
Number of retired or separated participants receiving benefits	2019-01-01	50
Number of other retired or separated participants entitled to future benefits	2019-01-01	880
Total of all active and inactive participants	2019-01-01	3,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	3,756
Number of participants with account balances	2019-01-01	3,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	168

Financial Data on WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

Measure	Date	Value
2022 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) 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	$1,737,515
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	$-23,102,635
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$11,692,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,384,387
Expenses. Certain deemed distributions of participant loans	2022-12-31	$94,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$44,130
Value of total assets at end of year	2022-12-31	$132,550,991
Value of total assets at beginning of year	2022-12-31	$165,608,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$213,404
Total interest from all sources	2022-12-31	$123,907
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,102,034
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	$6,102,034
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
Participant contributions at end of year	2022-12-31	$996,371
Participant contributions at beginning of year	2022-12-31	$1,118,046
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$44,130
Other income not declared elsewhere	2022-12-31	$11,484
Administrative expenses (other) incurred	2022-12-31	$205,904
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	$-34,794,903
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$132,550,991
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$165,608,379
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	$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$127,088,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$160,854,566
Interest on participant loans	2022-12-31	$52,036
Interest earned on other investments	2022-12-31	$5,349
Value of interest in common/collective trusts at end of year	2022-12-31	$6,910
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,898,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,275,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,275,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$66,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$560,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$359,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-29,384,190
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$11,384,387
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
2021 : WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) 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	$19,758,489
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$11,295,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,997,435
Value of total corrective distributions	2021-12-31	$79,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$165,608,379
Value of total assets at beginning of year	2021-12-31	$157,145,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$218,960
Total interest from all sources	2021-12-31	$217,885
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,780,348
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	$8,780,348
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
Participant contributions at end of year	2021-12-31	$1,118,046
Participant contributions at beginning of year	2021-12-31	$1,047,032
Other income not declared elsewhere	2021-12-31	$195,333
Administrative expenses (other) incurred	2021-12-31	$218,960
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	$8,462,823
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$165,608,379
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$157,145,556
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$160,854,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$151,989,160
Interest on participant loans	2021-12-31	$60,269
Interest earned on other investments	2021-12-31	$158,842
Value of interest in common/collective trusts at end of year	2021-12-31	$4
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,275,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,563,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,563,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-1,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$359,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$543,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,564,884
Net investment gain or loss from common/collective trusts	2021-12-31	$39
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,997,435
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 401(K) 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	$19,637,147
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,681,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,496,088
Expenses. Certain deemed distributions of participant loans	2020-12-31	$104,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$27,781
Value of total assets at end of year	2020-12-31	$157,145,556
Value of total assets at beginning of year	2020-12-31	$149,190,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$80,759
Total interest from all sources	2020-12-31	$67,932
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,489,051
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	$5,489,051
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
Participant contributions at end of year	2020-12-31	$1,047,032
Participant contributions at beginning of year	2020-12-31	$937,483
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$27,237
Administrative expenses (other) incurred	2020-12-31	$80,759
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	$7,955,398
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$157,145,556
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$149,190,158
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	$151,989,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$135,819,824
Interest on participant loans	2020-12-31	$53,409
Value of interest in common/collective trusts at end of year	2020-12-31	$2,810
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,981,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,563,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,406,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,406,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$14,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$543,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,044,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$14,034,897
Net investment gain or loss from common/collective trusts	2020-12-31	$17,486
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	$544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,496,088
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 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$15,893,796
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	$0
Total income from all sources (including contributions)	2019-12-31	$23,585,050
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,860,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,494,465
Expenses. Certain deemed distributions of participant loans	2019-12-31	$93,518
Value of total corrective distributions	2019-12-31	$17,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,417,065
Value of total assets at end of year	2019-12-31	$149,190,158
Value of total assets at beginning of year	2019-12-31	$120,571,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$255,084
Total interest from all sources	2019-12-31	$139,783
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,380,722
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	$5,380,722
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
Participant contributions at end of year	2019-12-31	$937,483
Participant contributions at beginning of year	2019-12-31	$168,607
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,417,065
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$915,518
Other income not declared elsewhere	2019-12-31	$139,356
Administrative expenses (other) incurred	2019-12-31	$247,584
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	$12,724,821
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$149,190,158
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$120,571,541
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
Investment advisory and management fees	2019-12-31	$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$135,819,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$91,236,008
Interest on participant loans	2019-12-31	$30,101
Value of interest in common/collective trusts at end of year	2019-12-31	$5,981,579
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,764,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,406,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$17,604,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$17,604,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$109,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,044,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,392,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$16,389,816
Net investment gain or loss from common/collective trusts	2019-12-31	$118,308
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
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$490,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,494,465
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 US, LLP
Accountancy firm EIN	2019-12-31	390859910

Form 5500 Responses for WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

2022: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60662

Policy instance

Insurance contract or identification number	60662
Number of Individuals Covered	135
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $33
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896799 087

Policy instance

Insurance contract or identification number	896799 087
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60662

Policy instance

Insurance contract or identification number	60662
Number of Individuals Covered	133
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896799 087

Policy instance

Insurance contract or identification number	896799 087
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95235-01

Policy instance

Insurance contract or identification number	95235-01
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60662

Policy instance

Insurance contract or identification number	60662
Number of Individuals Covered	154
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95235-01

Policy instance

Insurance contract or identification number	95235-01
Number of Individuals Covered	389
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60662

Policy instance

Insurance contract or identification number	60662
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WVU HEALTH SYSTEM
Employer identification number (EIN):	550754713
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners