2023 Form 5500 filing — Uf Health-Central Florida 401k 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 20241015131845NAL0029761153001) for Uf Health-Central Florida 401k Plan, reported by Uf Health-Central Florida under EIN 33-1197054 and plan number 001. It reports 3,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131845NAL0029761153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uf Health-Central Florida
- EIN
- 33-1197054
- Plan number
- 001
- Location
- The Villages, FL
- Participants
- 3,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,558,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,558,343
- Employer contributions
- $3,393,413
- Participant contributions
- $8,385,785
- Total income / additions
- $35,031,582
- Benefits paid
- $15,746,475
- Administrative expenses
- $323,935
- Total expenses
- $16,209,482
- Net increase / (decrease)
- $18,822,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $187,892 | $0 |
| Sageview Advisory Group LLC | ADVISOR | $95,550 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $40,494 | not reported in the loaded dataset |