Umms Voluntary 403(B) Plan — Form 5500 plan (University Of Maryland Medical System Corporation)
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, Umms Voluntary 403(B) Plan is a benefit plan reported by University Of Maryland Medical System Corporation under EIN 52-1362793 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,706 participants and $733,382,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Maryland Medical System Corporation
- EIN
- 52-1362793
- Plan number
- 004
- Plan type
- 2
- Location
- Linthicum, MD
- Latest filing year
- 2023
- Participants
- 8,706
- End-of-year plan assets
- $733,382,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,706 | H, C | 20241011122208NAL0012477075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $733,382,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $733,382,044
- Net assets (BOY)
- $635,689,489
Income & contributions
- Employer contributions
- $78
- Participant contributions
- $35,908,726
- Total contributions
- $36,320,920
- Total income / additions
- $147,626,846
Expenses & distributions
- Benefits paid
- $48,985,799
- Administrative expenses
- $164,265
- Total expenses
- $49,934,291
- Net increase / (decrease)
- $97,692,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $57,760 | $0 | 2023 |
| Nfp Retirement, Inc. | NONE | $28,969 | $0 | 2023 |
| Ernst & Young | NONE | $27,500 | $0 | 2023 |
| Asset Strategy Consultants | NONE | $24,219 | $0 | 2023 |
| Clifton Larson Allen Llp | NONE | $19,719 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Maryland Medical System Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Linthicum, MD
- Prudential Retirement Insurance And — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Asset Strategy Consultants — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation