2023 Form 5500 filing — University Medical Associates Retiree Benefit Trus
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 20250415132133NAL0001506883005) for University Medical Associates Retiree Benefit Trus, reported by University Medical Associates Of The Medical Univeristy Of Sc under EIN 80-6097315 and plan number 505. It reports 71 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132133NAL0001506883005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Medical Associates Of The Medical Univeristy Of Sc
- EIN
- 80-6097315
- Plan number
- 505
- Location
- Charleston, SC
- Participants
- 71
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,977,788
- Total liabilities (EOY)
- $246,387
- Net assets (EOY)
- $3,731,401
- Participant contributions
- $182,877
- Total income / additions
- $671,805
- Benefits paid
- $952,215
- Administrative expenses
- $23,983
- Total expenses
- $976,198
- Net increase / (decrease)
- -$304,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Bank, N.A. | not reported in the loaded dataset | $23,983 | not reported in the loaded dataset |