2023 Form 5500 filing — University Clinical Health 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 20240925162449NAL0025903888001) for University Clinical Health 403(B) Plan, reported by Ut Medical Group, Inc. Dba University Clinical Health under EIN 62-1162462 and plan number 005. It reports 534 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)$12.6MReported net assets$12,606,784
Participants534
Provider compensation$19.9K2 Schedule C row(s)$19,921
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925162449NAL0025903888001
Plan sponsor
Ut Medical Group, Inc. Dba University Clinical Health
EIN
62-1162462
Plan number
005
Location
Memphis, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
EmployerNot reported
Participant$2.2M
Full reported line items
Total assets (EOY)
$12,606,784
Total liabilities (EOY)
$0
Net assets (EOY)
$12,606,784
Participant contributions
$2,176,494
Total income / additions
$3,653,723
Benefits paid
$1,193,981
Administrative expenses
$19,921
Total expenses
$1,219,560
Net increase / (decrease)
$2,434,163
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $14.9K · Indirect $0
  2. 2
    RECORDKEEPER/BOOKKEEPER · Direct $5.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925162449NAL0025903888001 cover?
It is the 2023 Form 5500 filing for University Clinical Health 403(B) Plan, reported by Ut Medical Group, Inc. Dba University Clinical Health (EIN 62-1162462).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages