2023 Form 5500 filing — Associated Universities Inc. Retiree Medical 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 20241015141839NAL0014817843001) for Associated Universities Inc. Retiree Medical Plan, reported by Associated Universities Inc. under EIN 11-1630900 and plan number 503. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$471.5KReported net assets$471,462
Participants253
Provider compensation$10.6K1 Schedule C row(s)$10,630
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141839NAL0014817843001
- Plan sponsor
- Associated Universities Inc.
- EIN
- 11-1630900
- Plan number
- 503
- Location
- Vienna, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$471.5K total assets
Net assets$471.5KLiabilities$0
Full reported line items
- Total assets (EOY)
- $471,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $471,462
- Employer contributions
- $854,409
- Total income / additions
- $912,316
- Benefits paid
- $843,779
- Administrative expenses
- $10,630
- Total expenses
- $854,409
- Net increase / (decrease)
- $57,907
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $10,630 | not reported in the loaded dataset |