Plan Snapshot
- Plan Sponsor: Upmc Western Maryland Corporation
- Sponsor EIN: 520591531
- Sponsor Address: 12500 WILLOWBROOK RD, CUMBERLAND, MD, 215026393
- Plan Type: 403(b)
- Total Participants: 1,293
- Total Assets: $81.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,293 | $81.6M | $0 | $0 |
| 2023 | 978 | $83.2M | $0 | $0 |
| 2022 | 1,099 | $82.2M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $148,144 | — | $148,144 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,144
- Estimated Expense Ratio: 0.182% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $148,144 | — | $148,144 | — | — |
| 2023 | $170,103 | — | $170,103 | — | — |
| 2022 | $204,190 | — | $204,190 | — | — |