Plan Snapshot
- Plan Sponsor: University Of Iowa Health System Medical Group, LLC
- Sponsor EIN: 994506227
- Sponsor Address: 200 HAWKINS DRIVE, IOWA CITY, IA, 52242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 330
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 330 | $28.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $44,846 | — | $44,846 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $27,459 | $2 | $27,461 |
| DEFINITI, LLC | Other Service Provider | — | $8,918 | $8,918 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,225
- Estimated Expense Ratio: 0.282% 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 |
|---|---|---|---|---|---|
| 2025 | $3,961,527 | $10,297 | $44,846 | — | — |