2023 Form 5500 filing — University Physicians & Surgeons, Inc. 401(A) Tiaa-Cref 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 20241015143548NAL0016643043001) for University Physicians & Surgeons, Inc. 401(A) Tiaa-Cref Retirement Plan, reported by University Physicians & Surgeons, Inc. under EIN 55-0564945 and plan number 002. It reports 2,239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143548NAL0016643043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Physicians & Surgeons, Inc.
- EIN
- 55-0564945
- Plan number
- 002
- Location
- Huntington, WV
- Participants
- 2,239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,403,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,403,170
- Employer contributions
- $6,024,870
- Total income / additions
- $19,385,586
- Benefits paid
- $6,042,718
- Administrative expenses
- $27,454
- Total expenses
- $6,070,172
- Net increase / (decrease)
- $13,315,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | NONE | $27,454 | $0 |