2023 Form 5500 filing — University Orthopedics Center, Ltd. 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 20241010141157NAL0020271585001) for University Orthopedics Center, Ltd. Retirement Plan, reported by University Orthopedics Center, Ltd. under EIN 25-1655314 and plan number 001. It reports 332 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)$46.9MReported net assets$46,947,323
Participants332
Provider compensation$370.5K4 Schedule C row(s)$370,524
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010141157NAL0020271585001
- Plan sponsor
- University Orthopedics Center, Ltd.
- EIN
- 25-1655314
- Plan number
- 001
- Location
- State College, PA
- 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)$47M total assets
Net assets$46.9MLiabilities$15.1K
Full reported line items
- Total assets (EOY)
- $46,962,433
- Total liabilities (EOY)
- $15,110
- Net assets (EOY)
- $46,947,323
- Employer contributions
- $964,869
- Participant contributions
- $983,389
- Total income / additions
- $9,254,671
- Benefits paid
- $5,013,160
- Administrative expenses
- $219,078
- Total expenses
- $5,232,238
- Net increase / (decrease)
- $4,022,433
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $188,075 | $0 |
| Abundance Wealth Counselors, LLC | INVESTMENT ADVISOR | $146,570 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT | $20,375 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | TPA | $15,504 | not reported in the loaded dataset |