Plan5500

University Medical Service Association, Inc. Tax Deferred Annuity Plan — Form 5500 plan (University Medical Service Association, 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 Medical Service Association, Inc. Tax Deferred Annuity Plan is a benefit plan reported by University Medical Service Association, Inc. under EIN 23-7313346 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,863 participants and $44,571,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Medical Service Association, Inc.
EIN
23-7313346
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
1,863
End-of-year plan assets
$44,571,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,863H, C20250414095346NAL0000711363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,571,436
Net assets (EOY)
$44,571,436
Net assets (BOY)
$43,806,484

Income & contributions

Total income / additions
$5,504,011

Expenses & distributions

Benefits paid
$4,615,806
Administrative expenses
$123,253
Total expenses
$4,739,059
Net increase / (decrease)
$764,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CoNONE$89,729$02023
Variable Annuity Life Insurance CoNONE$33,524$02023

Related Form 5500 pages