University At Buffalo Surgeons, Inc. Retirement Plan — Form 5500 plan (University At Buffalo Surgeons, 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, University At Buffalo Surgeons, Inc. Retirement Plan is a benefit plan reported by University At Buffalo Surgeons, Inc under EIN 80-0033443 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $29,772,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University At Buffalo Surgeons, Inc
EIN
80-0033443
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
146
End-of-year plan assets
$29,772,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241014102316NAL0053094706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,772,346
Total liabilities (EOY)
$0
Net assets (EOY)
$29,772,346
Net assets (BOY)
$24,052,853

Income & contributions

Employer contributions
$1,608,102
Total contributions
$1,621,074
Total income / additions
$6,071,190

Expenses & distributions

Benefits paid
$244,429
Administrative expenses
$107,268
Total expenses
$351,697
Net increase / (decrease)
$5,719,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustNONE$107,268$02023

Related Form 5500 pages