2023 Form 5500 filing — University Of Iowa Community Medical Services, LLC 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 20240920150424NAL0003013123001) for University Of Iowa Community Medical Services, LLC 401(K) Plan, reported by University Of Iowa Community Medical Services, LLC under EIN 42-1454252 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920150424NAL0003013123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Iowa Community Medical Services, LLC
- EIN
- 42-1454252
- Plan number
- 001
- Location
- Coralville, IA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,752,060
- Total liabilities (EOY)
- $32,488
- Net assets (EOY)
- $7,719,572
- Employer contributions
- $404,381
- Participant contributions
- $562,151
- Total income / additions
- $2,150,838
- Benefits paid
- $887,363
- Administrative expenses
- $35,234
- Total expenses
- $925,495
- Net increase / (decrease)
- $1,225,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,811 | $0 |
| Lpl Financial | BROKER | $0 | $18,263 |