2023 Form 5500 filing — Uap Clinic 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 20241015093307NAL0016063699001) for Uap Clinic Retirement Plan, reported by Union Associated Physicians Clinic, LLC under EIN 27-0581401 and plan number 003. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093307NAL0016063699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Associated Physicians Clinic, LLC
- EIN
- 27-0581401
- Plan number
- 003
- Location
- Terre Haute, IN
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,017,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,017,573
- Total income / additions
- $8,647,183
- Benefits paid
- $3,460,775
- Administrative expenses
- $50,584
- Total expenses
- $3,511,359
- Net increase / (decrease)
- $5,135,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axia Advisory Corporation | ADVISOR | $26,625 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $24,258 | $0 |