Uma Retirement Plan — Form 5500 plan (University Medical Associates Of The Medical University Of S.C.)
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, Uma Retirement Plan is a benefit plan reported by University Medical Associates Of The Medical University Of S.C. under EIN 57-0935917 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,456 participants and $756,341,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Medical Associates Of The Medical University Of S.C.
- EIN
- 57-0935917
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 3,456
- End-of-year plan assets
- $756,341,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,456 | H, C | 20250415141536NAL0001464851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $756,341,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $756,341,776
- Net assets (BOY)
- $646,014,747
Income & contributions
- Employer contributions
- $42,365,942
- Total contributions
- $42,904,690
- Total income / additions
- $144,750,110
Expenses & distributions
- Benefits paid
- $33,865,862
- Administrative expenses
- $557,219
- Total expenses
- $34,423,081
- Net increase / (decrease)
- $110,327,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $324,596 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $176,765 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $55,858 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Medical Associates Of The Medical University Of S.C.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Milliman, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation