University Clinical Health Employer Contribution Plan — Form 5500 plan (Ut Medical Group, Inc. Dba University Clinical 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 Clinical Health Employer Contribution Plan is a benefit plan reported by Ut Medical Group, Inc. Dba University Clinical Health under EIN 62-1162462 and plan number 004. The latest loaded filing year is 2023. The filing reports 811 participants and $34,423,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ut Medical Group, Inc. Dba University Clinical Health
EIN
62-1162462
Plan number
004
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
811
End-of-year plan assets
$34,423,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023811H, C20240925162812NAL0014648513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,423,965
Total liabilities (EOY)
$0
Net assets (EOY)
$34,423,965
Net assets (BOY)
$34,078,944

Income & contributions

Employer contributions
$2,486,471
Total contributions
$2,486,148
Total income / additions
$6,153,256

Expenses & distributions

Benefits paid
$5,741,161
Administrative expenses
$66,347
Total expenses
$5,808,235
Net increase / (decrease)
$345,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,403$02023
Hauser Retirement Solutions 2 LLCINVESTMENT ADVISORY$0$24,3752023

Related Form 5500 pages