Uha 401k Plan — Form 5500 plan (University Health 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, Uha 401k Plan is a benefit plan reported by University Health Alliance under EIN 99-0263440 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $28,206,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Health Alliance
- EIN
- 99-0263440
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $28,206,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240625185609NAL0004972291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,206,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,206,852
- Net assets (BOY)
- $22,964,745
Income & contributions
- Employer contributions
- $966,953
- Participant contributions
- $1,497,506
- Total contributions
- $2,486,020
- Total income / additions
- $7,124,180
Expenses & distributions
- Benefits paid
- $1,852,482
- Administrative expenses
- $29,455
- Total expenses
- $1,882,073
- Net increase / (decrease)
- $5,242,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement Advisory Service | INVESTMENT MGMT | $6,561 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $6,229 | $0 | 2023 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $1,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Health Alliance
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Empower Retirement Advisory Service — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation