2023 Form 5500 filing — University Orthopaedic Services, Inc. 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 20241015145135NAL0016674243001) for University Orthopaedic Services, Inc. Retirement Plan, reported by University Orthopaedic Services Inc under EIN 16-1406947 and plan number 001. It reports 406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145135NAL0016674243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Orthopaedic Services Inc
- EIN
- 16-1406947
- Plan number
- 001
- Location
- Cheektowaga, NY
- Participants
- 406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,938,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,938,925
- Employer contributions
- $3,096,849
- Participant contributions
- $0
- Total income / additions
- $12,673,588
- Benefits paid
- $2,802,553
- Administrative expenses
- $55,354
- Total expenses
- $2,857,907
- Net increase / (decrease)
- $9,815,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co | NONE | $54,304 | $0 |
| Valiant Retirement Inc. | TPA | $1,050 | $0 |