2023 Form 5500 filing — University Clinical Health Employer Contribution 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 20240925162812NAL0014648513001) for University Clinical Health Employer Contribution Plan, reported by Ut Medical Group, Inc. Dba University Clinical Health under EIN 62-1162462 and plan number 004. It reports 811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925162812NAL0014648513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ut Medical Group, Inc. Dba University Clinical Health
- EIN
- 62-1162462
- Plan number
- 004
- Location
- Memphis, TN
- Participants
- 811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,423,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,423,965
- Employer contributions
- $2,486,471
- Total income / additions
- $6,153,256
- Benefits paid
- $5,741,161
- Administrative expenses
- $66,347
- Total expenses
- $5,808,235
- Net increase / (decrease)
- $345,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,403 | $0 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISORY | $0 | $24,375 |