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, Utmb Healthcare Systems Retirement Plan is a benefit plan reported by Utmb Healthcare Systems, Inc. under EIN 76-0682238 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $6,339,313 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,339,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,339,313
- Net assets (BOY)
- $4,007,398
Income & contributions
- Employer contributions
- $1,095,556
- Participant contributions
- $1,349,736
- Total contributions
- $2,471,297
- Total income / additions
- $3,234,489
Expenses & distributions
- Benefits paid
- $781,400
- Administrative expenses
- $62,563
- Total expenses
- $902,574
- Net increase / (decrease)
- $2,331,915