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, University Orthopaedic Services, Inc. Retirement Plan is a benefit plan reported by University Orthopaedic Services Inc under EIN 16-1406947 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $58,938,925 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,938,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,938,925
- Net assets (BOY)
- $49,123,244
Income & contributions
- Employer contributions
- $3,096,849
- Participant contributions
- $0
- Total contributions
- $3,096,849
- Total income / additions
- $12,673,588
Expenses & distributions
- Benefits paid
- $2,802,553
- Administrative expenses
- $55,354
- Total expenses
- $2,857,907
- Net increase / (decrease)
- $9,815,681