Plan5500

Uap Clinic Retirement Plan — Form 5500 plan (Union Associated Physicians Clinic, LLC)

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, Uap Clinic Retirement Plan is a benefit plan reported by Union Associated Physicians Clinic, LLC under EIN 27-0581401 and plan number 003. The latest loaded filing year is 2023. The filing reports 768 participants and $60,017,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Associated Physicians Clinic, LLC
EIN
27-0581401
Plan number
003
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
Participants
768
End-of-year plan assets
$60,017,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20241015093307NAL0016063699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,017,573
Total liabilities (EOY)
$0
Net assets (EOY)
$60,017,573
Net assets (BOY)
$54,881,749

Income & contributions

Total contributions
$0
Total income / additions
$8,647,183

Expenses & distributions

Benefits paid
$3,460,775
Administrative expenses
$50,584
Total expenses
$3,511,359
Net increase / (decrease)
$5,135,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axia Advisory CorporationADVISOR$26,625not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER$24,258$02023

Related Form 5500 pages