Plan Snapshot
- Plan Sponsor: University Medical Service Association, INC.
- Sponsor EIN: 237313346
- Sponsor Address: 12901 BRUCE B. DOWNS BLVD., MDC 62, TAMPA, FL, 33612
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $40.9M | $0 | $0 |
| 2023 | 0 | $44.6M | $0 | $0 |
| 2022 | 0 | $43.8M | $104,894 | $32,391 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | NONE | $90,980 | — | $90,980 |
| VARIABLE ANNUITY LIFE INSURANCE CO | NONE | $29,057 | — | $29,057 |
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE CO — NONE
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,037
- Estimated Expense Ratio: 0.294% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $120,037 | — | $120,037 | — | — |
| 2023 | $123,253 | — | $123,253 | — | — |
| 2022 | $100,677 | — | $100,677 | — | — |