University Healthcare Alliance 401(K) Plan — Form 5500 plan (University Healthcare Alliance)

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 Healthcare Alliance 401(K) Plan is a benefit plan reported by University Healthcare Alliance under EIN 94-3192446 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,603 participants and $89,746,848 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Healthcare Alliance
EIN
94-3192446
Plan number
001
Plan type
2
Location
Newark, CA
Latest filing year
2023
Participants
1,603
End-of-year plan assets
$89,746,848

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,603H, C20241011111508NAL0021739921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,746,848
Total liabilities (EOY)
$0
Net assets (EOY)
$89,746,848
Net assets (BOY)
$73,168,202

Income & contributions

Employer contributions
$5,912,082
Participant contributions
$5,434,385
Total contributions
$12,570,482
Total income / additions
$25,879,370

Expenses & distributions

Benefits paid
$9,137,748
Administrative expenses
$87,328
Total expenses
$9,300,724
Net increase / (decrease)
$16,578,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$87,328$02023

Related Form 5500 pages