2023 Form 5500 filing — Utmb Healthcare Systems 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 20241015122010NAL0016365827001) for Utmb Healthcare Systems Retirement Plan, reported by Utmb Healthcare Systems, Inc. under EIN 76-0682238 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122010NAL0016365827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utmb Healthcare Systems, Inc.
- EIN
- 76-0682238
- Plan number
- 001
- Location
- Galveston, TX
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,339,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,339,313
- Employer contributions
- $1,095,556
- Participant contributions
- $1,349,736
- Total income / additions
- $3,234,489
- Benefits paid
- $781,400
- Administrative expenses
- $62,563
- Total expenses
- $902,574
- Net increase / (decrease)
- $2,331,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $43,462 | $0 |
| Raymond James & Associates | BROKER | $19,101 | not reported in the loaded dataset |