University Of Alabama Health Services Foundation P.C. 403(B) Retirement Annuity Plan — Form 5500 plan (University Of Alabama Health Services Foundation, P.C.)
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 Of Alabama Health Services Foundation P.C. 403(B) Retirement Annuity Plan is a benefit plan reported by University Of Alabama Health Services Foundation, P.C. under EIN 63-0649108 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,258 participants and $1,369,303,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Alabama Health Services Foundation, P.C.
- EIN
- 63-0649108
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 8,258
- End-of-year plan assets
- $1,369,303,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,258 | H, C | 20241015154020NAL0048712832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,369,303,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,369,303,126
- Net assets (BOY)
- $1,163,166,856
Income & contributions
- Employer contributions
- $48,716,043
- Participant contributions
- $24,369,988
- Total contributions
- $76,994,172
- Total income / additions
- $270,917,895
Expenses & distributions
- Benefits paid
- $64,136,280
- Administrative expenses
- $921,066
- Total expenses
- $65,057,346
- Net increase / (decrease)
- $205,860,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $460,380 | $0 | 2023 |
| Johnson Sterling, Inc. | NONE | $422,855 | not reported in the loaded dataset | 2023 |
| Berk Cleveland Rathmell Wealth Stra | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| The Welch Group, LLC | NONE | $17,062 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Ins Operations | NONE | $169 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Alabama Health Services Foundation, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Tiaa — Schedule C compensation
- Johnson Sterling, Inc. — Schedule C compensation
- Berk Cleveland Rathmell Wealth Stra — Schedule C compensation
- The Welch Group, LLC — Schedule C compensation
- Fidelity Inv Ins Operations — Schedule C compensation