Plan5500

Uva Community Health Retirement 401(A) Plan — Form 5500 plan (Uva Community Health)

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, Uva Community Health Retirement 401(A) Plan is a benefit plan reported by Uva Community Health under EIN 81-0868533 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,000 participants and $44,608,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uva Community Health
EIN
81-0868533
Plan number
002
Plan type
2
Location
Warrenton, VA
Latest filing year
2023
Participants
2,000
End-of-year plan assets
$44,608,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,000H, C20250213143605NAL0039669664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,608,727
Total liabilities (EOY)
$17
Net assets (EOY)
$44,608,710
Net assets (BOY)
$41,817,682

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$6,658,488

Expenses & distributions

Benefits paid
$3,801,596
Administrative expenses
$65,864
Total expenses
$3,867,460
Net increase / (decrease)
$2,791,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$65,864$02023

Related Form 5500 pages