2023 Form 5500 filing — University Medical Service Association, Inc. Tax Deferred 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 20250414095346NAL0000711363001) for University Medical Service Association, Inc. Tax Deferred Annuity Plan, reported by University Medical Service Association, Inc. under EIN 23-7313346 and plan number 001. It reports 1,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414095346NAL0000711363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Medical Service Association, Inc.
- EIN
- 23-7313346
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 1,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,571,436
- Net assets (EOY)
- $44,571,436
- Total income / additions
- $5,504,011
- Benefits paid
- $4,615,806
- Administrative expenses
- $123,253
- Total expenses
- $4,739,059
- Net increase / (decrease)
- $764,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $89,729 | $0 |
| Variable Annuity Life Insurance Co | NONE | $33,524 | $0 |