2023 Form 5500 filing — University Physician Associates 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 20241010200251NAL0011875587001) for University Physician Associates Retirement Plan, reported by University Physician Associates Of New Jersey, Inc. under EIN 22-2095812 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010200251NAL0011875587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Physician Associates Of New Jersey, Inc.
- EIN
- 22-2095812
- Plan number
- 002
- Location
- Newark, NJ
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,106,773
- Net assets (EOY)
- $2,106,773
- Total income / additions
- $326,803
- Benefits paid
- $313,086
- Administrative expenses
- $2,720
- Total expenses
- $315,806
- Net increase / (decrease)
- $10,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $1,350 | $1,048 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,300 | $0 |