University Otolaryngologists, Inc. 401(K) Plan — Form 5500 plan (University Otolaryngologists, 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 Otolaryngologists, Inc. 401(K) Plan is a benefit plan reported by University Otolaryngologists, Inc. under EIN 31-0682633 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $56,541,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Otolaryngologists, Inc.
- EIN
- 31-0682633
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $56,541,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20240930095035NAL0010858002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,541,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,541,395
- Net assets (BOY)
- $48,678,719
Income & contributions
- Employer contributions
- $1,662,032
- Participant contributions
- $1,396,708
- Total contributions
- $3,253,721
- Total income / additions
- $11,686,897
Expenses & distributions
- Benefits paid
- $3,638,706
- Administrative expenses
- $185,515
- Total expenses
- $3,824,221
- Net increase / (decrease)
- $7,862,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVEST. MGR | $74,864 | $652 | 2023 |
| Allianz | INVEST MGR | $53,846 | not reported in the loaded dataset | 2023 |
| Equitable Advisors LLC | INVEST MGR | $0 | $35,278 | 2023 |
| Raymond James Financial Services | INVEST MGR | $31,997 | not reported in the loaded dataset | 2023 |
| Blue Benefits Consulting | TPA | $25,872 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVEST. MGR | $21,104 | not reported in the loaded dataset | 2023 |
| Jackson National Life Insurance Com | INVEST MGR | $12,151 | not reported in the loaded dataset | 2023 |
| Prudential Securities | INVEST MGR | $11,338 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVEST MGR | $8,033 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVEST MGR | $5,055 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Otolaryngologists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Nationwide — Schedule C compensation
- Allianz — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Blue Benefits Consulting — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Jackson National Life Insurance Com — Schedule C compensation
- Prudential Securities — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Merrill Lynch — Schedule C compensation