Vituity Retirement Plan For Cep Physicians — Form 5500 plan (Vituity)
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, Vituity Retirement Plan For Cep Physicians is a benefit plan reported by Vituity under EIN 94-2494000 and plan number 018. The latest loaded filing year is 2023. The filing reports 0 participants and $24,894,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vituity
- EIN
- 94-2494000
- Plan number
- 018
- Plan type
- 2
- Location
- Emeryville, CA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $24,894,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015102008NAL0028042097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,894,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,894,442
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $24,800,833
- Total contributions
- $24,800,833
- Total income / additions
- $25,126,722
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $232,280
- Total expenses
- $232,280
- Net increase / (decrease)
- $24,894,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medamerica Financial Services | WHOLLY OWNED SUBSIDIARY | $231,891 | not reported in the loaded dataset | 2023 |