Plan5500

University Gastroenterology, LLC Welfare Benefit Plan (501) — Form 5500 plan (University Gastroenterology, LLC)

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 Gastroenterology, LLC Welfare Benefit Plan (501) is a benefit plan reported by University Gastroenterology, LLC under EIN 27-3407187 and plan number 501. The latest loaded filing year is 2023. The filing reports 59 participants and $140,264 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$48.6KPlan net assets, end of year$48,555
Participants59Covered participants reported
Assets / participant$2.4KComputed: assets ÷ participants$2,377 (computed)
Provider compensation$58.4K4 Schedule C provider row(s)$58,419
Plan sponsor
University Gastroenterology, LLC
EIN
27-3407187
Plan number
501
Plan type
2
Location
Providence, RI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    59 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$140.3K total assets
Net assets$48.6KLiabilities$91.7K
Money in vs. money out
Total income / additions$900.7K
Total expenses$907.2K
Benefits paid / distributions$570K
Contributions
Employer$880.9K
Participant$17.7K
Full reported line items

Net assets

Total assets (EOY)
$140,264
Total liabilities (EOY)
$91,709
Net assets (EOY)
$48,555
Net assets (BOY)
$55,060

Income & contributions

Employer contributions
$880,919
Participant contributions
$17,731
Total income / additions
$900,671

Expenses & distributions

Benefits paid
$570,040
Administrative expenses
$7,110
Total expenses
$907,176
Net increase / (decrease)
-$6,505
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 98%Participant 2%
Total expenses ÷ net assets1868%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets120%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Patriot (The Safegard Group, Inc.)$33.6K
    BROKER · Direct $33.6K
  2. 2
    The Benecon Group, LLC$13.9K
    BROKER · Direct $13.9K
  3. 3
    Meritain Health, An Aetna Company$7.1K
    ADMIN · Direct $7.1K
  4. 4
    Connectcare3, LLC$3.8K
    PATIENT ADVOCATE · Direct $3.8K

What to inspect next

Frequently asked questions

Who sponsors the University Gastroenterology, LLC Welfare Benefit Plan (501)?
University Gastroenterology, LLC Welfare Benefit Plan (501) is reported as sponsored by University Gastroenterology, LLC (EIN 27-3407187, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for University Gastroenterology, LLC Welfare Benefit Plan (501)?
The latest Form 5500 filing year loaded for University Gastroenterology, LLC Welfare Benefit Plan (501) is 2023.
How many participants does University Gastroenterology, LLC Welfare Benefit Plan (501) report?
University Gastroenterology, LLC Welfare Benefit Plan (501) reports 59 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for University Gastroenterology, LLC Welfare Benefit Plan (501)?
University Gastroenterology, LLC Welfare Benefit Plan (501) reports $140,264 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages