2023 Form 5500 filing — Umc Physicians 401(K) 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 20240906075021NAL0001295536001) for Umc Physicians 401(K) Plan, reported by Umc Physicians under EIN 75-2646477 and plan number 001. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906075021NAL0001295536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umc Physicians
- EIN
- 75-2646477
- Plan number
- 001
- Location
- Lubbock, TX
- Participants
- 601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,964,719
- Net assets (EOY)
- $28,964,719
- Employer contributions
- $1,443,151
- Participant contributions
- $1,940,302
- Total income / additions
- $8,767,288
- Benefits paid
- $2,963,911
- Administrative expenses
- $36,746
- Total expenses
- $3,000,657
- Net increase / (decrease)
- $5,766,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services, LLC | BROKER | $0 | $49,852 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $15,525 | $1,056 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,133 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY - PLA | $5,087 | $0 |