2023 Form 5500 filing — Uma 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 20250415141536NAL0001464851001) for Uma Retirement Plan, reported by University Medical Associates Of The Medical University Of S.C. under EIN 57-0935917 and plan number 001. It reports 3,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141536NAL0001464851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Medical Associates Of The Medical University Of S.C.
- EIN
- 57-0935917
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 3,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $756,341,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $756,341,776
- Employer contributions
- $42,365,942
- Total income / additions
- $144,750,110
- Benefits paid
- $33,865,862
- Administrative expenses
- $557,219
- Total expenses
- $34,423,081
- Net increase / (decrease)
- $110,327,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $324,596 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $176,765 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $55,858 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |