2023 Form 5500 filing — University Physicians And Surgeons, Inc. 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 20250728093104NAL0001774465001) for University Physicians And Surgeons, Inc. Retirement Plan, reported by University Physicians & Surgeons, Inc. under EIN 55-0564945 and plan number 001. It reports 2,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250728093104NAL0001774465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Physicians & Surgeons, Inc.
- EIN
- 55-0564945
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 2,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,758,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,758,563
- Participant contributions
- $9,831,134
- Total income / additions
- $32,876,887
- Benefits paid
- $11,623,344
- Administrative expenses
- $60,533
- Total expenses
- $11,683,877
- Net increase / (decrease)
- $21,193,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Assurance And Annuity | NONE | $60,533 | $0 |