Uab Medicine Enterprise 403(B) Retirement Plan — Form 5500 plan (Uab Medicine Enterprise)
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, Uab Medicine Enterprise 403(B) Retirement Plan is a benefit plan reported by Uab Medicine Enterprise under EIN 63-1182994 and plan number 001. The latest loaded filing year is 2023. The filing reports 751 participants and $87,439,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uab Medicine Enterprise
- EIN
- 63-1182994
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $87,439,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20240712091931NAL0009910867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,439,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,439,110
- Net assets (BOY)
- $67,991,852
Income & contributions
- Employer contributions
- $4,241,115
- Participant contributions
- $3,992,129
- Total contributions
- $11,402,954
- Total income / additions
- $22,971,034
Expenses & distributions
- Benefits paid
- $3,419,626
- Administrative expenses
- $104,150
- Total expenses
- $3,523,776
- Net increase / (decrease)
- $19,447,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Sterling, Inc | NONE | $58,243 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $45,907 | $0 | 2023 |