Universal Primary Care 403(B) Plan — Form 5500 plan (Southern Tier Community Health Center Network, 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, Universal Primary Care 403(B) Plan is a benefit plan reported by Southern Tier Community Health Center Network, Inc. under EIN 20-0013066 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $5,218,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Tier Community Health Center Network, Inc.
- EIN
- 20-0013066
- Plan number
- 001
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $5,218,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241211092738NAL0011288657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,218,916
- Total liabilities (EOY)
- $1,080
- Net assets (EOY)
- $5,217,836
- Net assets (BOY)
- $4,239,264
Income & contributions
- Employer contributions
- $232,620
- Participant contributions
- $437,234
- Total contributions
- $950,813
- Total income / additions
- $1,699,552
Expenses & distributions
- Benefits paid
- $699,262
- Administrative expenses
- $21,718
- Total expenses
- $720,980
- Net increase / (decrease)
- $978,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,382 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Tier Community Health Center Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Olean, NY
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation