Associated Universities Inc. Retiree Medical Plan — Form 5500 plan (Associated Universities Inc.)
Plain-English plan 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, Associated Universities Inc. Retiree Medical Plan is a benefit plan reported by Associated Universities Inc. under EIN 11-1630900 and plan number 503. The latest loaded filing year is 2023. The filing reports 253 participants and $471,462 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$471.5KPlan net assets, end of year$471,462
Participants253Covered participants reported
Assets / participant$1.9KComputed: assets ÷ participants$1,863 (computed)
Provider compensation$10.6K1 Schedule C provider row(s)$10,630
- Plan sponsor
- Associated Universities Inc.
- EIN
- 11-1630900
- Plan number
- 503
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241015141839NAL0014817843001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$471.5K total assets
Net assets$471.5KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $471,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $471,462
- Net assets (BOY)
- $413,555
Income & contributions
- Employer contributions
- $854,409
- Total contributions
- $854,409
- Total income / additions
- $912,316
Expenses & distributions
- Benefits paid
- $843,779
- Administrative expenses
- $10,630
- Total expenses
- $854,409
- Net increase / (decrease)
- $57,907
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets181%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $10,630 | not reported in the loaded dataset | 2023 |