University Medical Associates Retiree Benefit Trus — Form 5500 plan (University Medical Associates Of The Medical Univeristy Of Sc)
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 Medical Associates Retiree Benefit Trus is a benefit plan reported by University Medical Associates Of The Medical Univeristy Of Sc under EIN 80-6097315 and plan number 505. The latest loaded filing year is 2023. The filing reports 71 participants and $3,977,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Medical Associates Of The Medical Univeristy Of Sc
- EIN
- 80-6097315
- Plan number
- 505
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $3,977,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | H, C | 20250415132133NAL0001506883005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,977,788
- Total liabilities (EOY)
- $246,387
- Net assets (EOY)
- $3,731,401
- Net assets (BOY)
- $4,035,794
Income & contributions
- Participant contributions
- $182,877
- Total contributions
- $182,877
- Total income / additions
- $671,805
Expenses & distributions
- Benefits paid
- $952,215
- Administrative expenses
- $23,983
- Total expenses
- $976,198
- Net increase / (decrease)
- -$304,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | not reported in the loaded dataset | $23,983 | not reported in the loaded dataset | 2023 |