University Orthopaedic Services, Inc. Retirement Plan — Form 5500 plan (University Orthopaedic Services 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 Orthopaedic Services, Inc. Retirement Plan is a benefit plan reported by University Orthopaedic Services Inc under EIN 16-1406947 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $58,938,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Orthopaedic Services Inc
EIN
16-1406947
Plan number
001
Plan type
2
Location
Cheektowaga, NY
Latest filing year
2023
Participants
406
End-of-year plan assets
$58,938,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20241015145135NAL0016674243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,938,925
Total liabilities (EOY)
$0
Net assets (EOY)
$58,938,925
Net assets (BOY)
$49,123,244

Income & contributions

Employer contributions
$3,096,849
Participant contributions
$0
Total contributions
$3,096,849
Total income / additions
$12,673,588

Expenses & distributions

Benefits paid
$2,802,553
Administrative expenses
$55,354
Total expenses
$2,857,907
Net increase / (decrease)
$9,815,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Ins And Annuity CoNONE$54,304$02023
Valiant Retirement Inc.TPA$1,050$02023

Related Form 5500 pages