University Orthopedics Center, Ltd. Retirement Plan — Form 5500 plan (University Orthopedics Center, Ltd.)
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 Orthopedics Center, Ltd. Retirement Plan is a benefit plan reported by University Orthopedics Center, Ltd. under EIN 25-1655314 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $46,962,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Orthopedics Center, Ltd.
- EIN
- 25-1655314
- Plan number
- 001
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $46,962,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241010141157NAL0020271585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,962,433
- Total liabilities (EOY)
- $15,110
- Net assets (EOY)
- $46,947,323
- Net assets (BOY)
- $42,924,890
Income & contributions
- Employer contributions
- $964,869
- Participant contributions
- $983,389
- Total contributions
- $2,034,108
- Total income / additions
- $9,254,671
Expenses & distributions
- Benefits paid
- $5,013,160
- Administrative expenses
- $219,078
- Total expenses
- $5,232,238
- Net increase / (decrease)
- $4,022,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $188,075 | $0 | 2023 |
| Abundance Wealth Counselors, LLC | INVESTMENT ADVISOR | $146,570 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $20,375 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf, Inc. | TPA | $15,504 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Orthopedics Center, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in State College, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Abundance Wealth Counselors, LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation