Uf Health-Central Florida 401k Plan — Form 5500 plan (Uf Health-Central Florida)
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, Uf Health-Central Florida 401k Plan is a benefit plan reported by Uf Health-Central Florida under EIN 33-1197054 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,747 participants and $152,558,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uf Health-Central Florida
- EIN
- 33-1197054
- Plan number
- 001
- Plan type
- 2
- Location
- The Villages, FL
- Latest filing year
- 2023
- Participants
- 3,747
- End-of-year plan assets
- $152,558,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,747 | H, C | 20241015131845NAL0029761153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,558,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,558,343
- Net assets (BOY)
- $133,736,243
Income & contributions
- Employer contributions
- $3,393,413
- Participant contributions
- $8,385,785
- Total contributions
- $13,226,668
- Total income / additions
- $35,031,582
Expenses & distributions
- Benefits paid
- $15,746,475
- Administrative expenses
- $323,935
- Total expenses
- $16,209,482
- Net increase / (decrease)
- $18,822,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $187,892 | $0 | 2023 |
| Sageview Advisory Group LLC | ADVISOR | $95,550 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $40,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uf Health-Central Florida
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in The Villages, FL
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation