United Community Health Center 403(B) Plan — Form 5500 plan (United Community Health Center - Maria Auxiliadora, 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, United Community Health Center 403(B) Plan is a benefit plan reported by United Community Health Center - Maria Auxiliadora, Inc. under EIN 94-2905416 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $5,142,683 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.1MPlan net assets, end of year$5,142,683
Participants179Covered participants reported
Assets / participant$28.7KComputed: assets ÷ participants$28,730 (computed)
Provider compensation$63.4K2 Schedule C provider row(s)$63,438
- Plan sponsor
- United Community Health Center - Maria Auxiliadora, Inc.
- EIN
- 94-2905416
- Plan number
- 001
- Plan type
- 2
- Location
- Green Valley, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240809120948NAL0003282019001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,142,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,142,683
- Net assets (BOY)
- $3,941,653
Income & contributions
- Employer contributions
- $221,264
- Participant contributions
- $605,096
- Total contributions
- $994,811
- Total income / additions
- $1,671,428
Expenses & distributions
- Benefits paid
- $427,939
- Administrative expenses
- $42,459
- Total expenses
- $470,398
- Net increase / (decrease)
- $1,201,030
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,459 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $0 | $20,979 | 2023 |