Plan Snapshot
- Plan Sponsor: University Physicians & Surgeons, INC.
- Sponsor EIN: 550564945
- Sponsor Address: 1600 MEDICAL CENTER DRIVE, HUNTINGTON, WV, 257013655
- Plan Type: DC
- Total Participants: 1,754
- Total Assets: $106.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,754 | $106.9M | $6.9M | $0 |
| 2023 | 2,089 | $93.4M | $6.0M | $0 |
| 2022 | 2,135 | $80.1M | $6.1M | $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 INSURANCE AND ANNUITY | NONE | $25,515 | — | $25,515 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE 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: $25,515
- Estimated Expense Ratio: 0.024% 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 | $25,515 | — | $25,515 | — | — |
| 2023 | $27,454 | — | $27,454 | — | — |
| 2022 | $31,311 | — | $31,311 | — | — |