# University Medical Service Association, INC. 403(b) Plan
Source: https://planprovider.pro/companies/university-medical-service-association-inc-403b-plan

> University Medical Service Association, INC.'s 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/corebridge-financial) — NONE

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|

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