University Health 403(B) Plan — Form 5500 plan (Truman Medical Center, Inc. D/B/A University Health)
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 Health 403(B) Plan is a benefit plan reported by Truman Medical Center, Inc. D/B/A University Health under EIN 44-0661018 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,452 participants and $247,494,991 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$247.5MPlan net assets, end of year$247,494,991
Participants5.5KCovered participants reported5,452
Assets / participant$45.4KComputed: assets ÷ participants$45,395 (computed)
Provider compensation$240.5K2 Schedule C provider row(s)$240,546
- Plan sponsor
- Truman Medical Center, Inc. D/B/A University Health
- EIN
- 44-0661018
- Plan number
- 003
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,452 | H, C | 20241010144627NAL0011622259001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$247.5M total assets
Net assets$247.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $247,494,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,494,991
- Net assets (BOY)
- $195,554,386
Income & contributions
- Employer contributions
- $8,029,350
- Participant contributions
- $20,985,024
- Total contributions
- $31,265,114
- Total income / additions
- $67,237,466
Expenses & distributions
- Benefits paid
- $15,073,944
- Administrative expenses
- $222,917
- Total expenses
- $15,296,861
- Net increase / (decrease)
- $51,940,605
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $223,597 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $16,949 | not reported in the loaded dataset | 2023 |