University Of Iowa Community Medical Services, LLC 401(K) Plan — Form 5500 plan (University Of Iowa Community Medical Services, 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 Of Iowa Community Medical Services, LLC 401(K) Plan is a benefit plan reported by University Of Iowa Community Medical Services, LLC under EIN 42-1454252 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $7,752,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Iowa Community Medical Services, LLC
EIN
42-1454252
Plan number
001
Plan type
2
Location
Coralville, IA
Latest filing year
2023
Participants
232
End-of-year plan assets
$7,752,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240920150424NAL0003013123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,752,060
Total liabilities (EOY)
$32,488
Net assets (EOY)
$7,719,572
Net assets (BOY)
$6,494,229

Income & contributions

Employer contributions
$404,381
Participant contributions
$562,151
Total contributions
$1,050,316
Total income / additions
$2,150,838

Expenses & distributions

Benefits paid
$887,363
Administrative expenses
$35,234
Total expenses
$925,495
Net increase / (decrease)
$1,225,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$31,811$02023
Lpl FinancialBROKER$0$18,2632023

Related Form 5500 pages