2023 Form 5500 filing — University Clinical, Education And Research Associates Defined Contribution Retirement 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 20240927135926NAL0001099267001) for University Clinical, Education And Research Associates Defined Contribution Retirement Plan, reported by University Clinical, Education And Research Associates under EIN 99-0307152 and plan number 001. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135926NAL0001099267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Clinical, Education And Research Associates
- EIN
- 99-0307152
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,715,040
- Net assets (EOY)
- $34,715,040
- Employer contributions
- $346,768
- Participant contributions
- $935,102
- Total income / additions
- $6,521,054
- Benefits paid
- $2,767,092
- Administrative expenses
- $35,850
- Total expenses
- $2,802,942
- Net increase / (decrease)
- $3,718,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $17,850 | $0 |
| Suemori & Inouye, Inc. | not reported in the loaded dataset | $10,800 | not reported in the loaded dataset |
| Alpha Point, Inc. | not reported in the loaded dataset | $7,500 | not reported in the loaded dataset |