University Physician Associates Retirement Plan — Form 5500 plan (University Physician Associates Of New Jersey, 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, University Physician Associates Retirement Plan is a benefit plan reported by University Physician Associates Of New Jersey, Inc. under EIN 22-2095812 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $2,106,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Physician Associates Of New Jersey, Inc.
EIN
22-2095812
Plan number
002
Plan type
2
Location
Newark, NJ
Latest filing year
2023
Participants
176
End-of-year plan assets
$2,106,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241010200251NAL0011875587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,106,773
Net assets (EOY)
$2,106,773
Net assets (BOY)
$2,095,776

Income & contributions

Total income / additions
$326,803

Expenses & distributions

Benefits paid
$313,086
Administrative expenses
$2,720
Total expenses
$315,806
Net increase / (decrease)
$10,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Planned Retirement Consultants & AdCONTRACT ADMIN$1,350$1,0482023
Empower Annuity Insurance CompanyRECORDKEEPER$1,300$02023

Related Form 5500 pages