University Clinical Education And Research Associates — 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, University Clinical Education And Research Associates (EIN 99-0307152) is a plan sponsor located in Honolulu, HI 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
99-0307152
Location
Honolulu, HI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.7MSummed across loaded plans$34,715,040
Total reported assets$34.7M$34,715,040
Total reported participants828
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$34.7M total assets
Net assets$34.7MLiabilities
Contributions & income
Employer contributions$346.8K
Participant contributions$935.1K
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Largest loaded plans by reported assets

University Clinical Education And Research Associates plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
University Clinical, Education And Research Associates Defined Contribution Retirement Plan001738$34,715,0402023
Ucera Dba Uhp Health & Welfare Benefit Plan50190not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for University Clinical Education And Research Associates
YearPlanParticipantsSchedulesFiling
2023University Clinical, Education And Research Associates Defined Contribution Retirement Plan738H, C20240927135926NAL0001099267001
2023Ucera Dba Uhp Health & Welfare Benefit Plan9020250110134225NAL0008009491001

Related Form 5500 pages