Uva Physicians Group Voluntary Tax-Deferred Savings Plan — Form 5500 plan (University Of Virginia Physicians Group)

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, Uva Physicians Group Voluntary Tax-Deferred Savings Plan is a benefit plan reported by University Of Virginia Physicians Group under EIN 54-1124769 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,365 participants and $114,011,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Virginia Physicians Group
EIN
54-1124769
Plan number
010
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
2,365
End-of-year plan assets
$114,011,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,365H, C20241015170725NAL0050605728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,011,423
Total liabilities (EOY)
$0
Net assets (EOY)
$114,011,423
Net assets (BOY)
$95,353,905

Income & contributions

Participant contributions
$5,560,399
Total contributions
$8,742,497
Total income / additions
$24,955,018

Expenses & distributions

Benefits paid
$6,228,459
Administrative expenses
$69,041
Total expenses
$6,297,500
Net increase / (decrease)
$18,657,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$48,920$02023
TiaaNONE$17,996$02023

Related Form 5500 pages