2023 Form 5500 filing — University At Buffalo Surgeons, Inc. 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 20241014102316NAL0053094706001) for University At Buffalo Surgeons, Inc. Retirement Plan, reported by University At Buffalo Surgeons, Inc under EIN 80-0033443 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102316NAL0053094706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University At Buffalo Surgeons, Inc
- EIN
- 80-0033443
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,772,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,772,346
- Employer contributions
- $1,608,102
- Total income / additions
- $6,071,190
- Benefits paid
- $244,429
- Administrative expenses
- $107,268
- Total expenses
- $351,697
- Net increase / (decrease)
- $5,719,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust | NONE | $107,268 | $0 |