2023 Form 5500 filing — University Orthopedics Center, Ltd. 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 20241010141157NAL0020271585001) for University Orthopedics Center, Ltd. Retirement Plan, reported by University Orthopedics Center, Ltd. under EIN 25-1655314 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141157NAL0020271585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Orthopedics Center, Ltd.
- EIN
- 25-1655314
- Plan number
- 001
- Location
- State College, PA
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,962,433
- Total liabilities (EOY)
- $15,110
- Net assets (EOY)
- $46,947,323
- Employer contributions
- $964,869
- Participant contributions
- $983,389
- Total income / additions
- $9,254,671
- Benefits paid
- $5,013,160
- Administrative expenses
- $219,078
- Total expenses
- $5,232,238
- Net increase / (decrease)
- $4,022,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $188,075 | $0 |
| Abundance Wealth Counselors, LLC | INVESTMENT ADVISOR | $146,570 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT | $20,375 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | TPA | $15,504 | not reported in the loaded dataset |