Plan5500

University Clinical, Education And Research Associates Defined Contribution Retirement Plan — Form 5500 plan (University Clinical, Education And Research Associates)

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 Clinical, Education And Research Associates Defined Contribution Retirement Plan is a benefit plan reported by University Clinical, Education And Research Associates under EIN 99-0307152 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $34,715,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Clinical, Education And Research Associates
EIN
99-0307152
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
738
End-of-year plan assets
$34,715,040

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023738H, C20240927135926NAL0001099267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,715,040
Net assets (EOY)
$34,715,040
Net assets (BOY)
$30,996,928

Income & contributions

Employer contributions
$346,768
Participant contributions
$935,102
Total contributions
$1,295,495
Total income / additions
$6,521,054

Expenses & distributions

Benefits paid
$2,767,092
Administrative expenses
$35,850
Total expenses
$2,802,942
Net increase / (decrease)
$3,718,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaanot reported in the loaded dataset$17,850$02023
Suemori & Inouye, Inc.not reported in the loaded dataset$10,800not reported in the loaded dataset2023
Alpha Point, Inc.not reported in the loaded dataset$7,500not reported in the loaded dataset2023

Related Form 5500 pages