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UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MV HEALTHCARE CSP has sponsored the creation of one or more 401k plans.

Company Name:MV HEALTHCARE CSP
Employer identification number (EIN):660823592
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01

Financial Data on UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-265343
Net assets as of the end of the plan year2025-06-26422984
Total assets as of the beginning of the plan year2025-06-26331318
Value of plan covered by a fidelity bond2025-06-2610000000
Other income to plan in this plan year2025-06-2637009
Plan net income in this plan year2025-06-2691666
Net assets as of the end of the plan year2025-06-26422984
Net assets as of the beginning of the plan year2025-06-26331318
Employer contributions to plan in this plan year2025-06-2660000
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-265343
2024 : UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-184242
Net assets as of the end of the plan year2024-07-18331318
Total assets as of the beginning of the plan year2024-07-18295108
Value of plan covered by a fidelity bond2024-07-1810000000
Other income to plan in this plan year2024-07-1840452
Plan net income in this plan year2024-07-1836210
Net assets as of the end of the plan year2024-07-18331318
Net assets as of the beginning of the plan year2024-07-18295108
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-184242
2022 : UBS TRUST COMPANY OF PR MV HEALTHCARE CSP RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-25850
Net assets as of the end of the plan year2022-07-25233863
Total assets as of the beginning of the plan year2022-07-25233471
Value of plan covered by a fidelity bond2022-07-2510000000
Other expenses paid from plan in this plan year2022-07-25350
Other income to plan in this plan year2022-07-251242
Plan net income in this plan year2022-07-25392
Net assets as of the end of the plan year2022-07-25233863
Net assets as of the beginning of the plan year2022-07-25233471
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-25500

Potentially related plans

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