Upa 401(K) Savings Plan — Form 5500 plan (University Physicians Association 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, Upa 401(K) Savings Plan is a benefit plan reported by University Physicians Association Inc under EIN 62-1610351 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,474 participants and $34,367,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Physicians Association Inc
- EIN
- 62-1610351
- Plan number
- 001
- Plan type
- 3
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 1,474
- End-of-year plan assets
- $34,367,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,474 | H, C | 20241015093416NAL0016065779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,367,865
- Total liabilities (EOY)
- $625
- Net assets (EOY)
- $34,367,240
- Net assets (BOY)
- $26,988,111
Income & contributions
- Employer contributions
- $2,132,004
- Participant contributions
- $2,914,484
- Total contributions
- $6,587,281
- Total income / additions
- $10,571,930
Expenses & distributions
- Benefits paid
- $2,898,312
- Administrative expenses
- $294,489
- Total expenses
- $3,192,801
- Net increase / (decrease)
- $7,379,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Financial Services Inc | TPA | $124,993 | $1,795 | 2023 |
| Truist Advisory Services | PLAN ADVISOR | $76,473 | not reported in the loaded dataset | 2023 |
| Nationwide | NONE | $66,345 | $9,118 | 2023 |
| Active Core - Active To Target Date | NONE | $15,297 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments | PLAN ADVISOR | $8,378 | $4,189 | 2023 |
| Nationwide Life Insurance Company | NONE | $3,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Physicians Association Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Pension Financial Services Inc — Schedule C compensation
- Truist Advisory Services — Schedule C compensation
- Nationwide — Schedule C compensation
- Active Core - Active To Target Date — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation