2023 Form 5500 filing — Uha 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625185609NAL0004972291001) for Uha 401k Plan, reported by University Health Alliance under EIN 99-0263440 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.2MReported net assets$28,206,852
Participants203
Provider compensation$14.6K3 Schedule C row(s)$14,645
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240625185609NAL0004972291001
- Plan sponsor
- University Health Alliance
- EIN
- 99-0263440
- Plan number
- 001
- Location
- Honolulu, HI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$28.2M total assets
Net assets$28.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,206,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,206,852
- Employer contributions
- $966,953
- Participant contributions
- $1,497,506
- Total income / additions
- $7,124,180
- Benefits paid
- $1,852,482
- Administrative expenses
- $29,455
- Total expenses
- $1,882,073
- Net increase / (decrease)
- $5,242,107
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement Advisory Service | INVESTMENT MGMT | $6,561 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $6,229 | $0 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $1,855 | not reported in the loaded dataset |