Unc Physicians Group Practices Ii, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Unc Physicians Group Practices Ii, LLC (EIN 85-2823886) is a plan sponsor located in Morrisville, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-2823886
Location
Morrisville, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Unc Physicians Group Practices Ii, LLC

  • 1 loaded plans hold $10.9M in reported assets.
  • The largest, Unc Physicians Group Practices Ii, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 195 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.9MSummed across loaded plans$10,898,054
Total reported assets$10.9M$10,898,054
Total reported participants195
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.9M total assets
Net assets$10.9MLiabilities
Contributions & income
Employer contributions$537.5K
Participant contributions$1.1M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Unc Physicians Group Practices Ii, LLC 401(K) Plan
Participants per plan195Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 195 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Unc Physicians Group Practices Ii, LLC. Open one for its full reported snapshot.

  1. 2023
    Unc Physicians Group Practices Ii, LLC 401(K) Plan195 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Unc Physicians Group Practices Ii, LLC report on Form 5500?
Unc Physicians Group Practices Ii, LLC (EIN 85-2823886) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Unc Physicians Group Practices Ii, LLC?
The Employer Identification Number (EIN) reported for Unc Physicians Group Practices Ii, LLC is 85-2823886.
What is the latest Form 5500 filing year for Unc Physicians Group Practices Ii, LLC?
The latest loaded Form 5500 filing year for Unc Physicians Group Practices Ii, LLC is 2023.

Related Form 5500 pages