2023 Form 5500 filing — Umms Voluntary 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 20241011122208NAL0012477075001) for Umms Voluntary 403(B) Plan, reported by University Of Maryland Medical System Corporation under EIN 52-1362793 and plan number 004. It reports 8,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122208NAL0012477075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Maryland Medical System Corporation
- EIN
- 52-1362793
- Plan number
- 004
- Location
- Linthicum, MD
- Participants
- 8,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $733,382,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $733,382,044
- Employer contributions
- $78
- Participant contributions
- $35,908,726
- Total income / additions
- $147,626,846
- Benefits paid
- $48,985,799
- Administrative expenses
- $164,265
- Total expenses
- $49,934,291
- Net increase / (decrease)
- $97,692,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $57,760 | $0 |
| Nfp Retirement, Inc. | NONE | $28,969 | $0 |
| Ernst & Young | NONE | $27,500 | $0 |
| Asset Strategy Consultants | NONE | $24,219 | $0 |
| Clifton Larson Allen Llp | NONE | $19,719 | $0 |