University Physicians & Surgeons, Inc. 401(A) Tiaa-Cref 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 & Surgeons, Inc. 401(A) Tiaa-Cref Retirement Plan is a benefit plan reported by University Physicians & Surgeons, Inc. under EIN 55-0564945 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,239 participants and $93,403,170 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
002
Plan type
2
Location
Huntington, WV
Latest filing year
2023
Participants
2,239
End-of-year plan assets
$93,403,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,239H, C20241015143548NAL0016643043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,403,170
Total liabilities (EOY)
$0
Net assets (EOY)
$93,403,170
Net assets (BOY)
$80,087,756

Income & contributions

Employer contributions
$6,024,870
Total contributions
$6,039,049
Total income / additions
$19,385,586

Expenses & distributions

Benefits paid
$6,042,718
Administrative expenses
$27,454
Total expenses
$6,070,172
Net increase / (decrease)
$13,315,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityNONE$27,454$02023

Related Form 5500 pages