University Medical Partners, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Medical Partners, Inc. (EIN 47-5149853) is a plan sponsor located in Newark, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-5149853
Location
Newark, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for University Medical Partners, Inc.

  • 3 loaded plans hold $124M in reported assets.
  • The largest, University Medical Partners, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 807 reported participants.
  • 1 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$124MSummed across loaded plans$124,037,040
Total reported assets$124M$124,037,040
Total reported participants807
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$124M total assets
Net assets$124MLiabilities$0
Contributions & income
Employer contributions$9.3M
Participant contributions$5.6M
Total income / additions$34.2M
Expenses & distributions
Benefits paid / distributions$12.6M
Total expenses$12.8M
Net increase / (decrease)$21.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%University Medical Partners, Inc. 401(K) Plan
Participants per plan269Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 376 participants · 2023
  2. 2
    Plan #501 · 278 participants · 2023
  3. 3
    Plan #502 · 153 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for University Medical Partners, Inc.. Open one for its full reported snapshot.

  1. 2023
    University Medical Partners, Inc. Pre-Tax Flexible Benefits Plan153 participants · 2No schedules
    View filing →
  2. 2023
    The University Medical Partners, Inc. Employee Benefit Plan278 participants · 2Sch C
    View filing →
  3. 2023
    University Medical Partners, Inc. 401(K) Plan376 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does University Medical Partners, Inc. report on Form 5500?
University Medical Partners, Inc. (EIN 47-5149853) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for University Medical Partners, Inc.?
The Employer Identification Number (EIN) reported for University Medical Partners, Inc. is 47-5149853.
What is the latest Form 5500 filing year for University Medical Partners, Inc.?
The latest loaded Form 5500 filing year for University Medical Partners, Inc. is 2023.

Related Form 5500 pages