2023 Form 5500 filing — Uha 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625185609NAL0004972291001) for Uha 401k Plan, reported by University Health Alliance under EIN 99-0263440 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625185609NAL0004972291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Health Alliance
- EIN
- 99-0263440
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,206,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,206,852
- Employer contributions
- $966,953
- Participant contributions
- $1,497,506
- Total income / additions
- $7,124,180
- Benefits paid
- $1,852,482
- Administrative expenses
- $29,455
- Total expenses
- $1,882,073
- Net increase / (decrease)
- $5,242,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement Advisory Service | INVESTMENT MGMT | $6,561 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $6,229 | $0 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $1,855 | not reported in the loaded dataset |