2023 Form 5500 filing — United Urology Group 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 20241010145502NAL0034519104001) for United Urology Group Retirement Plan, reported by Cua Opco, LLC under EIN 81-2954717 and plan number 001. It reports 1,821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145502NAL0034519104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cua Opco, LLC
- EIN
- 81-2954717
- Plan number
- 001
- Location
- Owings Mills, MD
- Participants
- 1,821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,444,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,444,539
- Employer contributions
- $8,257,879
- Participant contributions
- $7,585,931
- Total income / additions
- $37,483,011
- Benefits paid
- $14,451,986
- Administrative expenses
- $331,932
- Total expenses
- $14,790,609
- Net increase / (decrease)
- $22,692,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirment Plan Service | RECORD-KEEPER | $208,550 | $0 |
| Coastal Pension Services | TPA | $67,865 | not reported in the loaded dataset |
| Rbc Wealth Management | INV. ADV. | $55,000 | not reported in the loaded dataset |