2023 Form 5500 filing — University Orthopedics Center, Ltd Employee Benefit 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 20241115145628NAL0000897009001) for University Orthopedics Center, Ltd Employee Benefit Plan, reported by University Orthopedics Center, Ltd. under EIN 25-1655314 and plan number 503. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115145628NAL0000897009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Orthopedics Center, Ltd.
- EIN
- 25-1655314
- Plan number
- 503
- Location
- State College, PA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $316,316
- Total liabilities (EOY)
- $47,869
- Net assets (EOY)
- $268,447
- Employer contributions
- $1,359,796
- Participant contributions
- $259,440
- Total income / additions
- $1,671,317
- Benefits paid
- $1,430,715
- Administrative expenses
- $172,310
- Total expenses
- $1,603,025
- Net increase / (decrease)
- $68,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Westgate Corporate Center | NONE | $429,248 | not reported in the loaded dataset |
| Trustmark Health Benefits, Inc. | NONE | $100,947 | not reported in the loaded dataset |
| The Benecon Group, Inc | NONE | $36,598 | not reported in the loaded dataset |
| L.R. Webber Associates | NONE | $34,880 | not reported in the loaded dataset |