Uma Supplemental 403(B) Plan — Form 5500 plan (University Medical Associates Of The Medical Univ. Of South Carolina)
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, Uma Supplemental 403(B) Plan is a benefit plan reported by University Medical Associates Of The Medical Univ. Of South Carolina under EIN 57-0935917 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,708 participants and $129,638,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Medical Associates Of The Medical Univ. Of South Carolina
- EIN
- 57-0935917
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 2,708
- End-of-year plan assets
- $129,638,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,708 | H, C | 20241014131350NAL0026235025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,638,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,638,774
- Net assets (BOY)
- $100,806,876
Income & contributions
- Employer contributions
- $24,281
- Participant contributions
- $13,856,045
- Total contributions
- $14,690,521
- Total income / additions
- $35,047,303
Expenses & distributions
- Benefits paid
- $6,114,937
- Administrative expenses
- $100,468
- Total expenses
- $6,215,405
- Net increase / (decrease)
- $28,831,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $63,604 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | NONE | $19,057 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $7,661 | $0 | 2023 |
| Cambridge Investment Research | NONE | $6,123 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Medical Associates Of The Medical Univ. Of South Carolina
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Milliman, Inc. — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation