2023 Form 5500 filing — Uva Physicians Group Voluntary Tax-Deferred Savings 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 20241015170725NAL0050605728001) for Uva Physicians Group Voluntary Tax-Deferred Savings Plan, reported by University Of Virginia Physicians Group under EIN 54-1124769 and plan number 010. It reports 2,365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170725NAL0050605728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Virginia Physicians Group
- EIN
- 54-1124769
- Plan number
- 010
- Location
- Charlottesville, VA
- Participants
- 2,365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,011,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,011,423
- Participant contributions
- $5,560,399
- Total income / additions
- $24,955,018
- Benefits paid
- $6,228,459
- Administrative expenses
- $69,041
- Total expenses
- $6,297,500
- Net increase / (decrease)
- $18,657,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $48,920 | $0 |
| Tiaa | NONE | $17,996 | $0 |