University Health Physicians 403(B) Retirement Plan — Form 5500 plan (University Health Physicians)
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 Health Physicians 403(B) Retirement Plan is a benefit plan reported by University Health Physicians under EIN 43-1009163 and plan number 001. The latest loaded filing year is 2023. The filing reports 785 participants and $225,125,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Health Physicians
- EIN
- 43-1009163
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $225,125,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20240915121520NAL0000424017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $225,125,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,125,383
- Net assets (BOY)
- $193,207,593
Income & contributions
- Employer contributions
- $4,952,017
- Participant contributions
- $5,418,595
- Total contributions
- $11,499,849
- Total income / additions
- $40,556,587
Expenses & distributions
- Benefits paid
- $8,448,350
- Administrative expenses
- $190,447
- Total expenses
- $8,638,797
- Net increase / (decrease)
- $31,917,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $95,567 | $0 | 2023 |
| Cbiz Investment Advisory Services | NONE | $80,736 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $14,144 | not reported in the loaded dataset | 2023 |