2023 Form 5500 filing — Uma Supplemental 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 20241014131350NAL0026235025001) for Uma Supplemental 403(B) Plan, reported by University Medical Associates Of The Medical Univ. Of South Carolina under EIN 57-0935917 and plan number 002. It reports 2,708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131350NAL0026235025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Medical Associates Of The Medical Univ. Of South Carolina
- EIN
- 57-0935917
- Plan number
- 002
- Location
- Charleston, SC
- Participants
- 2,708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,638,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,638,774
- Employer contributions
- $24,281
- Participant contributions
- $13,856,045
- Total income / additions
- $35,047,303
- Benefits paid
- $6,114,937
- Administrative expenses
- $100,468
- Total expenses
- $6,215,405
- Net increase / (decrease)
- $28,831,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $63,604 | not reported in the loaded dataset |
| Cap Financial Partners, LLC | NONE | $19,057 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $7,661 | $0 |
| Cambridge Investment Research | NONE | $6,123 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $50 | $0 |