Plan Snapshot
- Plan Sponsor: University Physicians & Surgeons, INC.
- Sponsor EIN: 550564945
- Sponsor Address: 1600 MEDICAL CENTER DRIVE, HUNTINGTON, WV, 257013655
- Plan Type: 403(b)
- Total Participants: 1,769
- Total Assets: $166.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,769 | $166.7M | $0 | $10.4M |
| 2023 | 2,210 | $148.8M | $0 | $9.8M |
| 2022 | 2,262 | $127.6M | $0 | $9.4M |
| 2021 | 1,498 | $142.5M | $0 | $0 |
| 2020 | 1,370 | $123.2M | $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 |
|---|---|---|---|---|
| TIAA-TEACHERS ASSURANCE AND ANNUITY | NONE | $62,351 | — | $62,351 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS ASSURANCE AND ANNUITY — NONE
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,351
- Estimated Expense Ratio: 0.037% 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 | $50,266 | — | $50,266 | — | — |
| 2023 | $60,533 | — | $60,533 | — | — |
| 2022 | $59,915 | — | $59,915 | — | — |
| 2021 | $63,424 | — | $63,424 | — | — |
| 2020 | $18,314 | — | $18,314 | — | — |