2023 Form 5500 filing — University Of Louisville Physicians, Inc. Money Purchase Pension 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 20241014152619NAL0013533379001) for University Of Louisville Physicians, Inc. Money Purchase Pension Plan, reported by University Of Louisville Physicians, Inc. under EIN 27-3645560 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014152619NAL0013533379001
Filing year
2023
Form type
2
Plan sponsor
University Of Louisville Physicians, Inc.
EIN
27-3645560
Plan number
001
Location
Louisville, KY
Participants
523
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$89,351,848
Total liabilities (EOY)
$0
Net assets (EOY)
$89,351,848
Employer contributions
$10,451,585
Total income / additions
$24,294,277
Benefits paid
$2,825,479
Administrative expenses
$49,323
Total expenses
$2,874,802
Net increase / (decrease)
$21,419,475
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$49,323$0

Related Form 5500 pages