Plan5500

University Physicians And Surgeons, Inc. Retirement Plan — Form 5500 plan (University Physicians & Surgeons, 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 Physicians And Surgeons, Inc. Retirement Plan is a benefit plan reported by University Physicians & Surgeons, Inc. under EIN 55-0564945 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,958 participants and $148,758,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Physicians & Surgeons, Inc.
EIN
55-0564945
Plan number
001
Plan type
2
Location
Huntington, WV
Latest filing year
2023
Participants
2,958
End-of-year plan assets
$148,758,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,958H, C20250728093104NAL0001774465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,758,563
Total liabilities (EOY)
$0
Net assets (EOY)
$148,758,563
Net assets (BOY)
$127,565,553

Income & contributions

Participant contributions
$9,831,134
Total contributions
$13,247,340
Total income / additions
$32,876,887

Expenses & distributions

Benefits paid
$11,623,344
Administrative expenses
$60,533
Total expenses
$11,683,877
Net increase / (decrease)
$21,193,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Assurance And AnnuityNONE$60,533$02023

Related Form 5500 pages