2023 Form 5500 filing — University Health Physicians 403(B) Retirement 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 20240915121520NAL0000424017001) for University Health Physicians 403(B) Retirement Plan, reported by University Health Physicians under EIN 43-1009163 and plan number 001. It reports 785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915121520NAL0000424017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Health Physicians
- EIN
- 43-1009163
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $225,125,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,125,383
- Employer contributions
- $4,952,017
- Participant contributions
- $5,418,595
- Total income / additions
- $40,556,587
- Benefits paid
- $8,448,350
- Administrative expenses
- $190,447
- Total expenses
- $8,638,797
- Net increase / (decrease)
- $31,917,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $95,567 | $0 |
| Cbiz Investment Advisory Services | NONE | $80,736 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $14,144 | not reported in the loaded dataset |