Plan5500

United Urology Group Retirement Plan — Form 5500 plan (Cua Opco, LLC)

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, United Urology Group Retirement Plan is a benefit plan reported by Cua Opco, LLC under EIN 81-2954717 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,821 participants and $148,444,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cua Opco, LLC
EIN
81-2954717
Plan number
001
Plan type
2
Location
Owings Mills, MD
Latest filing year
2023
Participants
1,821
End-of-year plan assets
$148,444,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,821H, C20241010145502NAL0034519104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,444,539
Total liabilities (EOY)
$0
Net assets (EOY)
$148,444,539
Net assets (BOY)
$125,752,137

Income & contributions

Employer contributions
$8,257,879
Participant contributions
$7,585,931
Total contributions
$16,651,963
Total income / additions
$37,483,011

Expenses & distributions

Benefits paid
$14,451,986
Administrative expenses
$331,932
Total expenses
$14,790,609
Net increase / (decrease)
$22,692,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirment Plan ServiceRECORD-KEEPER$208,550$02023
Coastal Pension ServicesTPA$67,865not reported in the loaded dataset2023
Rbc Wealth ManagementINV. ADV.$55,000not reported in the loaded dataset2023

Related Form 5500 pages