Uva Community Health Retirement Plan — Form 5500 plan (Uva Community 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, Uva Community Health Retirement Plan is a benefit plan reported by Uva Community Health under EIN 81-0868533 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,608 participants and $191,502,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uva Community Health
EIN
81-0868533
Plan number
001
Plan type
2
Location
Culpeper, VA
Latest filing year
2023
Participants
3,608
End-of-year plan assets
$191,502,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,608H, C20250521150711NAL0002014993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$191,502,727
Total liabilities (EOY)
$0
Net assets (EOY)
$191,502,727
Net assets (BOY)
$155,081,772

Income & contributions

Employer contributions
$8,033,854
Participant contributions
$15,128,485
Total contributions
$27,805,776
Total income / additions
$51,897,595

Expenses & distributions

Benefits paid
$15,130,233
Administrative expenses
$250,206
Total expenses
$15,476,640
Net increase / (decrease)
$36,420,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$250,181$02023

Related Form 5500 pages