Maryland University Of Integrative Health 403(B) Plan — Form 5500 plan (Maryland University Of Integrative 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, Maryland University Of Integrative Health 403(B) Plan is a benefit plan reported by Maryland University Of Integrative Health under EIN 52-1010577 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $5,329,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryland University Of Integrative Health
- EIN
- 52-1010577
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $5,329,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20241230073312NAL0017052833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,329,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,329,301
- Net assets (BOY)
- $4,801,208
Income & contributions
- Participant contributions
- $413,104
- Total contributions
- $413,104
- Total income / additions
- $1,188,162
Expenses & distributions
- Benefits paid
- $653,853
- Administrative expenses
- $6,216
- Total expenses
- $660,069
- Net increase / (decrease)
- $528,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfe Advisors, Inc. | INVESTMENT ADVISOR | $6,175 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | CONTRACT ADMINISTRATOR | $5,599 | $0 | 2023 |
| United Capital Financial Advisors | INVESTMENT ADVISOR | $5,594 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services | THIRD PARTY ADMINISTATOR | $1,500 | $2,530 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maryland University Of Integrative Health
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Pfe Advisors, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- United Capital Financial Advisors — Schedule C compensation
- Coastal Pension Services — Schedule C compensation