University Pediatric Associates Retirement Plan — Form 5500 plan (University Pediatric Associates, Inc.)

Plain-English plan 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, University Pediatric Associates Retirement Plan is a benefit plan reported by University Pediatric Associates, Inc. under EIN 16-1238821 and plan number 002. The latest loaded filing year is 2023. The filing reports 395 participants and $39,857,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Pediatric Associates, Inc.
EIN
16-1238821
Plan number
002
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
395
End-of-year plan assets
$39,857,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20241014114144NAL0014860019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,857,058
Total liabilities (EOY)
$0
Net assets (EOY)
$39,857,058
Net assets (BOY)
$34,700,311

Income & contributions

Employer contributions
$617,271
Participant contributions
$0
Total contributions
$754,867
Total income / additions
$6,317,153

Expenses & distributions

Benefits paid
$1,130,874
Administrative expenses
$29,532
Total expenses
$1,160,406
Net increase / (decrease)
$5,156,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
P&A Retirement Plan Services,IncNONE$14,013not reported in the loaded dataset2023
Trg Advisors,IncNONE$13,088not reported in the loaded dataset2023
TiaaNONE$1,326$02023

Related Form 5500 pages