Umc Physicians 401(K) Plan — Form 5500 plan (Umc Physicians)
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, Umc Physicians 401(K) Plan is a benefit plan reported by Umc Physicians under EIN 75-2646477 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $28,964,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umc Physicians
- EIN
- 75-2646477
- Plan number
- 001
- Plan type
- 2
- Location
- Lubbock, TX
- Latest filing year
- 2023
- Participants
- 601
- End-of-year plan assets
- $28,964,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 601 | H, C | 20240906075021NAL0001295536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,964,719
- Net assets (EOY)
- $28,964,719
- Net assets (BOY)
- $23,198,088
Income & contributions
- Employer contributions
- $1,443,151
- Participant contributions
- $1,940,302
- Total contributions
- $3,605,985
- Total income / additions
- $8,767,288
Expenses & distributions
- Benefits paid
- $2,963,911
- Administrative expenses
- $36,746
- Total expenses
- $3,000,657
- Net increase / (decrease)
- $5,766,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services, LLC | BROKER | $0 | $49,852 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $15,525 | $1,056 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,133 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY - PLA | $5,087 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umc Physicians
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lubbock, TX
- Mml Investors Services, LLC — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation