2023 Form 5500 filing — University 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 20241010144627NAL0011622259001) for University Health 403(B) Plan, reported by Truman Medical Center, Inc. D/B/A University Health under EIN 44-0661018 and plan number 003. It reports 5,452 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)$247.5MReported net assets$247,494,991
Participants5.5K5,452
Provider compensation$240.5K2 Schedule C row(s)$240,546
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010144627NAL0011622259001
- Plan sponsor
- Truman Medical Center, Inc. D/B/A University Health
- EIN
- 44-0661018
- Plan number
- 003
- Location
- Kansas City, MO
- 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)$247.5M total assets
Net assets$247.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $247,494,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,494,991
- Employer contributions
- $8,029,350
- Participant contributions
- $20,985,024
- Total income / additions
- $67,237,466
- Benefits paid
- $15,073,944
- Administrative expenses
- $222,917
- Total expenses
- $15,296,861
- Net increase / (decrease)
- $51,940,605
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $223,597 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $16,949 | not reported in the loaded dataset |