2023 Form 5500 filing — United Community Health Center 403(B) 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 20240809120948NAL0003282019001) for United Community Health Center 403(B) Plan, reported by United Community Health Center - Maria Auxiliadora, Inc. under EIN 94-2905416 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,142,683
Participants179
Provider compensation$63.4K2 Schedule C row(s)$63,438
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809120948NAL0003282019001
Plan sponsor
United Community Health Center - Maria Auxiliadora, Inc.
EIN
94-2905416
Plan number
001
Location
Green Valley, AZ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$470.4K
Benefits paid / distributions$427.9K
Contributions
Employer$221.3K
Participant$605.1K
Full reported line items
Total assets (EOY)
$5,142,683
Total liabilities (EOY)
$0
Net assets (EOY)
$5,142,683
Employer contributions
$221,264
Participant contributions
$605,096
Total income / additions
$1,671,428
Benefits paid
$427,939
Administrative expenses
$42,459
Total expenses
$470,398
Net increase / (decrease)
$1,201,030

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,459$0
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$0$20,979

Related Form 5500 pages