University Clinical, Education And Research Associates Defined Contribution Retirement Plan — Form 5500 plan (University Clinical, Education And Research Associates)
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 Clinical, Education And Research Associates Defined Contribution Retirement Plan is a benefit plan reported by University Clinical, Education And Research Associates under EIN 99-0307152 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $34,715,040 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.7MPlan net assets, end of year$34,715,040
Participants738Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$47,039 (computed)
Provider compensation$36.1K3 Schedule C provider row(s)$36,150
- Plan sponsor
- University Clinical, Education And Research Associates
- EIN
- 99-0307152
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20240927135926NAL0001099267001 |
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)$34.7M total assets
Net assets$34.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $34,715,040
- Net assets (EOY)
- $34,715,040
- Net assets (BOY)
- $30,996,928
Income & contributions
- Employer contributions
- $346,768
- Participant contributions
- $935,102
- Total contributions
- $1,295,495
- Total income / additions
- $6,521,054
Expenses & distributions
- Benefits paid
- $2,767,092
- Administrative expenses
- $35,850
- Total expenses
- $2,802,942
- Net increase / (decrease)
- $3,718,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $17,850 | $0 | 2023 |
| Suemori & Inouye, Inc. | not reported in the loaded dataset | $10,800 | not reported in the loaded dataset | 2023 |
| Alpha Point, Inc. | not reported in the loaded dataset | $7,500 | not reported in the loaded dataset | 2023 |