2023 Form 5500 filing — University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees
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 20241015160303NAL0050335264001) for University Of Alabama Health Services Foundation, P.C. Retirement Plan For Select Employees, reported by University Of Alabama Health Services Foundation, P.C. under EIN 63-0649108 and plan number 004. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20241015160303NAL0050335264001
- Plan sponsor
- University Of Alabama Health Services Foundation, P.C.
- EIN
- 63-0649108
- Plan number
- 004
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $21,809,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,809,301
- Employer contributions
- $804,294
- Total income / additions
- $4,091,983
- Benefits paid
- $2,004,366
- Administrative expenses
- $34,050
- Total expenses
- $2,038,416
- Net increase / (decrease)
- $2,053,567
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1