2023 Form 5500 filing — Maryland University Of Integrative Health 403(B) 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 20241230073312NAL0017052833001) for Maryland University Of Integrative Health 403(B) Plan, reported by Maryland University Of Integrative Health under EIN 52-1010577 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230073312NAL0017052833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maryland University Of Integrative Health
- EIN
- 52-1010577
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,329,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,329,301
- Participant contributions
- $413,104
- Total income / additions
- $1,188,162
- Benefits paid
- $653,853
- Administrative expenses
- $6,216
- Total expenses
- $660,069
- Net increase / (decrease)
- $528,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfe Advisors, Inc. | INVESTMENT ADVISOR | $6,175 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | CONTRACT ADMINISTRATOR | $5,599 | $0 |
| United Capital Financial Advisors | INVESTMENT ADVISOR | $5,594 | not reported in the loaded dataset |
| Coastal Pension Services | THIRD PARTY ADMINISTATOR | $1,500 | $2,530 |