University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees — Form 5500 plan (University Of Alabama Health Services Foundation, P.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, University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees is a benefit plan reported by University Of Alabama Health Services Foundation, P.C. under EIN 63-0649108 and plan number 004. The latest loaded filing year is 2023. The filing reports 170 participants and $21,809,301 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.8MPlan net assets, end of year$21,809,301

Participants170Covered participants reported

Assets / participant$128.3KComputed: assets ÷ participants$128,290 (computed)

Provider compensation$34K1 Schedule C provider row(s)$34,000

Plan sponsor: University Of Alabama Health Services Foundation, P.C.
EIN: 63-0649108
Plan number: 004
Plan type: 2
Location: Birmingham, AL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
170 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.8M total assets

Net assets$21.8MLiabilities$0

Money in vs. money out

Total income / additions$4.1M

Total expenses$2M

Benefits paid / distributions$2M

Contributions

Employer$804.3K

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $21,809,301
Total liabilities (EOY): $0
Net assets (EOY): $21,809,301
Net assets (BOY): $19,755,734

Income & contributions

Employer contributions: $804,294
Total contributions: $804,294
Total income / additions: $4,091,983

Expenses & distributions

Benefits paid: $2,004,366
Administrative expenses: $34,050
Total expenses: $2,038,416
Net increase / (decrease): $2,053,567

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income49%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Regions Bank$34K
NONE · Direct $34K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees?: University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees is reported as sponsored by University Of Alabama Health Services Foundation, P.C. (EIN 63-0649108, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees?: The latest Form 5500 filing year loaded for University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees is 2023.
How many participants does University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees report?: University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees reports 170 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees?: University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees reports $21,809,301 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.