2023 Form 5500 filing — University Of Louisville Physicians, Inc. Money Purchase Pension 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 20241014152619NAL0013533379001) for University Of Louisville Physicians, Inc. Money Purchase Pension Plan, reported by University Of Louisville Physicians, Inc. under EIN 27-3645560 and plan number 001. It reports 523 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)$89.4MReported net assets$89,351,848
Participants523
Provider compensation$49.3K1 Schedule C row(s)$49,323
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014152619NAL0013533379001
- Plan sponsor
- University Of Louisville Physicians, Inc.
- EIN
- 27-3645560
- Plan number
- 001
- Location
- Louisville, KY
- 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)$89.4M total assets
Net assets$89.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $89,351,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,351,848
- Employer contributions
- $10,451,585
- Total income / additions
- $24,294,277
- Benefits paid
- $2,825,479
- Administrative expenses
- $49,323
- Total expenses
- $2,874,802
- Net increase / (decrease)
- $21,419,475
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $49,323 | $0 |