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WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 401k Plan overview

Plan NameWEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN
Plan identification number 001

WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.

401k Sponsoring company profile

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION CHARLESTON DIVISION has sponsored the creation of one or more 401k plans.

Company Name:WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION CHARLESTON DIVISION
Employer identification number (EIN):550779739
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JANE WEISE HALEY2023-10-16
0012021-01-01JANE WEISE HALEY2022-10-13 JOHN C. LINTON2022-10-13
0012020-01-01JANE WEISE HALEY2021-10-13
0012019-01-01JANE WEISE HALEY2020-10-12
0012018-01-01JANE W HALEY2019-10-07 JOHN C LINTON PH.D2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JANE W HALEY
0012011-01-01JANE WEISE HALEY JANE WEISE HALEY2012-10-12
0012010-01-01JANE WEISE HALEY JANE WEISE HALEY2011-10-03
0012009-01-01JANE WEISE HALEY JANE WEISE HALEY2010-10-15
0012009-01-01JANE WEISE HALEY JANE WEISE HALEY2010-11-09

Plan Statistics for WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

401k plan membership statisitcs for WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

Measure Date Value
2022: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01448
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01267
Total of all active and inactive participants2022-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01434
Number of participants with account balances2022-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01423
Total number of active participants reported on line 7a of the Form 55002021-01-01236
Number of other retired or separated participants entitled to future benefits2021-01-01211
Total of all active and inactive participants2021-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01448
Number of participants with account balances2021-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01403
Total number of active participants reported on line 7a of the Form 55002020-01-01266
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01423
Number of participants with account balances2020-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01435
Total number of active participants reported on line 7a of the Form 55002019-01-01266
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01403
Number of participants with account balances2019-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01434
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01435
Total participants2018-01-01435
Number of participants with account balances2018-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01525
Total number of active participants reported on line 7a of the Form 55002017-01-01336
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01434
Total participants2017-01-01434
Number of participants with account balances2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01531
Total number of active participants reported on line 7a of the Form 55002016-01-01445
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01525
Number of participants with account balances2016-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01498
Total number of active participants reported on line 7a of the Form 55002015-01-01456
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01531
Total participants2015-01-01531
Number of participants with account balances2015-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01430
Total number of active participants reported on line 7a of the Form 55002014-01-01453
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01522
Total participants2014-01-01522
Number of participants with account balances2014-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01436
Total number of active participants reported on line 7a of the Form 55002013-01-01367
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01430
Total participants2013-01-01430
Number of participants with account balances2013-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01426
Total number of active participants reported on line 7a of the Form 55002012-01-01356
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01436
Total participants2012-01-01436
Number of participants with account balances2012-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01472
Total number of active participants reported on line 7a of the Form 55002011-01-01347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01426
Number of participants with account balances2011-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01458
Total number of active participants reported on line 7a of the Form 55002010-01-01406
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01476
Number of participants with account balances2010-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01394
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01456
Total participants2009-01-01456
Number of participants with account balances2009-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

Measure Date Value
2022 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,301,203
Total unrealized appreciation/depreciation of assets2022-12-31$-9,301,203
Total income from all sources (including contributions)2022-12-31$-5,398,555
Total of all expenses incurred2022-12-31$7,807,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,739,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,521,998
Value of total assets at end of year2022-12-31$50,751,453
Value of total assets at beginning of year2022-12-31$63,957,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,574
Total interest from all sources2022-12-31$59,352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$321,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$321,298
Assets. Real estate other than employer real property at end of year2022-12-31$632,800
Assets. Real estate other than employer real property at beginning of year2022-12-31$803,066
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$87,633
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135
Administrative expenses (other) incurred2022-12-31$67,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,205,741
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,751,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,957,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,004,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,529,889
Value of interest in pooled separate accounts at end of year2022-12-31$7,236,242
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,636,355
Interest earned on other investments2022-12-31$59,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,790,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,987,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,521,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,739,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,597,883
Total unrealized appreciation/depreciation of assets2021-12-31$6,597,883
Total income from all sources (including contributions)2021-12-31$10,288,310
Total of all expenses incurred2021-12-31$3,251,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,194,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,248,571
Value of total assets at end of year2021-12-31$63,957,194
Value of total assets at beginning of year2021-12-31$56,920,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,582
Total interest from all sources2021-12-31$41,585
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$400,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$400,271
Assets. Real estate other than employer real property at end of year2021-12-31$803,066
Assets. Real estate other than employer real property at beginning of year2021-12-31$862,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,247,440
Amount contributed by the employer to the plan for this plan year2021-12-31$3,247,440
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,131
Administrative expenses (other) incurred2021-12-31$56,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,037,173
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,957,194
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,920,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,529,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,241,651
Value of interest in pooled separate accounts at end of year2021-12-31$11,636,355
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,934,104
Interest earned on other investments2021-12-31$41,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,987,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,772,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,247,440
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$109,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,194,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,049,260
Total unrealized appreciation/depreciation of assets2020-12-31$6,049,260
Total transfer of assets to this plan2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,487,880
Total of all expenses incurred2020-12-31$1,449,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,408,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,195,440
Value of total assets at end of year2020-12-31$56,920,021
Value of total assets at beginning of year2020-12-31$48,882,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,420
Total interest from all sources2020-12-31$81,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$161,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$161,821
Assets. Real estate other than employer real property at end of year2020-12-31$862,014
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,037,050
Amount contributed by the employer to the plan for this plan year2020-12-31$3,037,050
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,825
Administrative expenses (other) incurred2020-12-31$41,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,038,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,920,021
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,882,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,241,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,184,793
Value of interest in pooled separate accounts at end of year2020-12-31$11,934,104
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,626,319
Interest earned on other investments2020-12-31$81,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,772,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,070,906
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$55,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,146,615
Employer contributions (assets) at end of year2020-12-31$109,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,353,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$602,618
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$602,618
Total unrealized appreciation/depreciation of assets2019-12-31$602,618
Total unrealized appreciation/depreciation of assets2019-12-31$602,618
Total income from all sources (including contributions)2019-12-31$10,618,833
Total income from all sources (including contributions)2019-12-31$10,618,833
Total of all expenses incurred2019-12-31$2,187,176
Total of all expenses incurred2019-12-31$2,187,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,187,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,187,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,975,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,975,235
Value of total assets at end of year2019-12-31$48,882,018
Value of total assets at beginning of year2019-12-31$40,450,361
Total interest from all sources2019-12-31$187,831
Total interest from all sources2019-12-31$187,831
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$131,726
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$131,726
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,951,372
Amount contributed by the employer to the plan for this plan year2019-12-31$2,951,372
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,864
Other income not declared elsewhere2019-12-31$15,834
Other income not declared elsewhere2019-12-31$15,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,431,657
Value of net income/loss2019-12-31$8,431,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,882,018
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,450,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,184,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,776,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,776,534
Value of interest in pooled separate accounts at end of year2019-12-31$4,626,319
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,142,416
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,142,416
Interest earned on other investments2019-12-31$187,831
Interest earned on other investments2019-12-31$187,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,070,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,531,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,531,411
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$30,186
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$30,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,656,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,656,986
Net investment gain/loss from pooled separate accounts2019-12-31$48,603
Net investment gain/loss from pooled separate accounts2019-12-31$48,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,951,371
Contributions received in cash from employer2019-12-31$2,951,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,156,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,156,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$269,632
Total of all expenses incurred2018-12-31$2,511,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,483,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,804,711
Value of total assets at end of year2018-12-31$40,450,361
Value of total assets at beginning of year2018-12-31$42,691,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,009
Total interest from all sources2018-12-31$202,249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$119,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$119,866
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,738,012
Amount contributed by the employer to the plan for this plan year2018-12-31$2,738,012
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$66,699
Administrative expenses (other) incurred2018-12-31$7,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,241,514
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,450,361
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,691,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,776,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,333,839
Value of interest in pooled separate accounts at end of year2018-12-31$4,142,416
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,191,685
Interest earned on other investments2018-12-31$202,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,531,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,166,351
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$10,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,904,942
Net investment gain/loss from pooled separate accounts2018-12-31$47,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,738,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,472,152
Contract administrator fees2018-12-31$20,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,455,715
Total of all expenses incurred2017-12-31$2,104,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,072,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,549,811
Value of total assets at end of year2017-12-31$42,691,875
Value of total assets at beginning of year2017-12-31$36,340,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,110
Total interest from all sources2017-12-31$166,878
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$71,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$71,494
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,484,784
Amount contributed by the employer to the plan for this plan year2017-12-31$2,484,784
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,027
Administrative expenses (other) incurred2017-12-31$11,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,351,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,691,875
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,340,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,333,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,029,528
Value of interest in pooled separate accounts at end of year2017-12-31$6,191,685
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,340,558
Interest earned on other investments2017-12-31$166,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,751,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,751,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,166,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,218,966
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$14,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,619,371
Net investment gain/loss from pooled separate accounts2017-12-31$48,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,484,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,057,551
Contract administrator fees2017-12-31$20,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,602,014
Total of all expenses incurred2016-12-31$498,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,301,362
Value of total assets at end of year2016-12-31$36,340,643
Value of total assets at beginning of year2016-12-31$32,237,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,978
Total interest from all sources2016-12-31$153,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$553,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$553,415
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,260,857
Amount contributed by the employer to the plan for this plan year2016-12-31$2,260,857
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,505
Administrative expenses (other) incurred2016-12-31$14,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,103,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,340,643
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,237,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,029,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,901,646
Value of interest in pooled separate accounts at end of year2016-12-31$7,340,558
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,618,031
Interest earned on other investments2016-12-31$153,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,751,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,885,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,885,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,218,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,832,165
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$10,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,536,579
Net investment gain/loss from pooled separate accounts2016-12-31$57,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,260,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$472,954
Contract administrator fees2016-12-31$6
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,794,047
Total of all expenses incurred2015-12-31$3,016,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,000,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,667,791
Value of total assets at end of year2015-12-31$32,237,143
Value of total assets at beginning of year2015-12-31$32,459,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,058
Total interest from all sources2015-12-31$130,220
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$733,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$733,542
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,667,791
Amount contributed by the employer to the plan for this plan year2015-12-31$2,667,791
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$16,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-222,673
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,237,143
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,459,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,901,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,571,837
Value of interest in pooled separate accounts at end of year2015-12-31$6,618,031
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,659,210
Interest earned on other investments2015-12-31$130,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,885,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,776,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,776,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,832,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,438,562
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$8,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-821,020
Net investment gain/loss from pooled separate accounts2015-12-31$83,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,667,791
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$13,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,992,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,072,119
Total of all expenses incurred2014-12-31$1,575,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,560,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,235,841
Value of total assets at end of year2014-12-31$32,459,816
Value of total assets at beginning of year2014-12-31$28,963,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,442
Total interest from all sources2014-12-31$123,475
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$815,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$815,976
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,402,268
Amount contributed by the employer to the plan for this plan year2014-12-31$2,402,268
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$833,573
Administrative expenses (other) incurred2014-12-31$15,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,496,303
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,459,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,963,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,571,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,241,040
Value of interest in pooled separate accounts at end of year2014-12-31$6,659,210
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,872,625
Interest earned on other investments2014-12-31$123,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,776,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,666,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,666,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,438,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,183,648
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$98,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$783,447
Net investment gain/loss from pooled separate accounts2014-12-31$113,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,402,268
Employer contributions (assets) at end of year2014-12-31$13,584
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,462,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,643,672
Total of all expenses incurred2013-12-31$407,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$392,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,508,623
Value of total assets at end of year2013-12-31$28,963,513
Value of total assets at beginning of year2013-12-31$22,727,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,178
Total interest from all sources2013-12-31$114,227
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$540,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$540,467
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,507,904
Amount contributed by the employer to the plan for this plan year2013-12-31$2,507,904
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$719
Administrative expenses (other) incurred2013-12-31$12,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,236,159
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,963,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,727,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,241,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,381,060
Value of interest in pooled separate accounts at end of year2013-12-31$5,872,625
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,535,355
Interest earned on other investments2013-12-31$114,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,666,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$707,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$707,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,183,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,103,145
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$50,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,409,633
Net investment gain/loss from pooled separate accounts2013-12-31$70,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,507,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$342,157
Contract administrator fees2013-12-31$2,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,804,473
Total of all expenses incurred2012-12-31$432,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$422,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,584,929
Value of total assets at end of year2012-12-31$22,727,354
Value of total assets at beginning of year2012-12-31$18,355,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,508
Total interest from all sources2012-12-31$100,201
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$227,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$227,922
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,343,645
Amount contributed by the employer to the plan for this plan year2012-12-31$2,343,645
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$241,284
Administrative expenses (other) incurred2012-12-31$10,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,371,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,727,354
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,355,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,381,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,057,966
Value of interest in pooled separate accounts at end of year2012-12-31$4,535,355
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,162,159
Interest earned on other investments2012-12-31$99,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$707,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$728,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$728,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,103,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,406,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,833,196
Net investment gain/loss from pooled separate accounts2012-12-31$58,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,343,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$422,394
Contract administrator fees2012-12-31$487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,845,671
Total of all expenses incurred2011-12-31$1,081,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$995,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,041,749
Value of total assets at end of year2011-12-31$18,355,783
Value of total assets at beginning of year2011-12-31$17,591,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$86,146
Total interest from all sources2011-12-31$95,765
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$183,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$183,482
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,034,423
Amount contributed by the employer to the plan for this plan year2011-12-31$2,034,423
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,326
Administrative expenses (other) incurred2011-12-31$86,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$763,863
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,355,783
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,591,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,057,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,319,163
Value of interest in pooled separate accounts at end of year2011-12-31$3,162,159
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,932,275
Interest earned on other investments2011-12-31$95,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$728,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$934,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$934,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,406,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,406,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-436,753
Net investment gain/loss from pooled separate accounts2011-12-31$-38,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,034,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$995,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARNETT FOSTER TOOTHMAN PLLC
Accountancy firm EIN2011-12-31550486667
2010 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,919,352
Total of all expenses incurred2010-12-31$725,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$717,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,286,096
Value of total assets at end of year2010-12-31$17,591,920
Value of total assets at beginning of year2010-12-31$14,397,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,121
Total interest from all sources2010-12-31$89,651
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,967
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,203,066
Amount contributed by the employer to the plan for this plan year2010-12-31$2,203,066
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$39,991
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,030
Administrative expenses (other) incurred2010-12-31$8,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,194,079
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,591,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,397,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,319,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,170,295
Value of interest in pooled separate accounts at end of year2010-12-31$2,932,275
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,415,757
Interest earned on other investments2010-12-31$89,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$934,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$599,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$599,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,406,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,172,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,056,985
Net investment gain/loss from pooled separate accounts2010-12-31$366,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,203,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$717,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARNETT & FOSTER, P.L.L.C.
Accountancy firm EIN2010-12-31550486667
2009 : WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,139,803
Amount contributed by the employer to the plan for this plan year2009-12-31$2,139,803

Form 5500 Responses for WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

2022: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407233
Policy instance 2
Insurance contract or identification number407233
Number of Individuals Covered111
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $426
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $326
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407233
Policy instance 2
Insurance contract or identification number407233
Number of Individuals Covered120
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered42
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $555
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $403
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407233
Policy instance 2
Insurance contract or identification number407233
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $375
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered48
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $514
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $411
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407233
Policy instance 2
Insurance contract or identification number407233
Number of Individuals Covered124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered51
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $486
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407233
Policy instance 2
Insurance contract or identification number407233
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered134
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered60
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $618
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $307
Insurance broker organization code?3
Insurance broker nameJEFFREY J MAJERSKY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered77
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,254
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,052
Insurance broker organization code?3
Insurance broker nameDANIELLE ECKBRETH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered80
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,413
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,901
Insurance broker organization code?3
Insurance broker nameDANIELLE ECKBRETH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered78
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,557
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,059
Insurance broker organization code?3
Insurance broker namePAMELA L HUGHES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered143
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,910
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,347
Insurance broker organization code?3
Insurance broker nameVALERIE A VISCONTI
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,430
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number63269
Policy instance 1
Insurance contract or identification number63269
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,556
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,260
Insurance broker organization code?3
Insurance broker nameVALERIE A VISCONTI
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101762
Policy instance 2
Insurance contract or identification number101762
Number of Individuals Covered163
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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