2023 Form 5500 filing — University Of Alabama Health Services Foundation P.C. 403(B) Retirement Annuity 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 20241015154020NAL0048712832001) for University Of Alabama Health Services Foundation P.C. 403(B) Retirement Annuity Plan, reported by University Of Alabama Health Services Foundation, P.C. under EIN 63-0649108 and plan number 002. It reports 8,258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154020NAL0048712832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Alabama Health Services Foundation, P.C.
- EIN
- 63-0649108
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 8,258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,369,303,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,369,303,126
- Employer contributions
- $48,716,043
- Participant contributions
- $24,369,988
- Total income / additions
- $270,917,895
- Benefits paid
- $64,136,280
- Administrative expenses
- $921,066
- Total expenses
- $65,057,346
- Net increase / (decrease)
- $205,860,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $460,380 | $0 |
| Johnson Sterling, Inc. | NONE | $422,855 | not reported in the loaded dataset |
| Berk Cleveland Rathmell Wealth Stra | NONE | $20,600 | not reported in the loaded dataset |
| The Welch Group, LLC | NONE | $17,062 | not reported in the loaded dataset |
| Fidelity Inv Ins Operations | NONE | $169 | $0 |