401k Plan data: UNIVERSITY CLINICAL HEALTH 403B PLAN plan

UNIVERSITY CLINICAL HEALTH 403B PLAN 401k Plan overview

Plan Name	UNIVERSITY CLINICAL HEALTH 403B PLAN
Plan identification number	005

UNIVERSITY CLINICAL HEALTH 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY CLINICAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY CLINICAL HEALTH

Employer identification number (EIN): 621162462

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY CLINICAL HEALTH 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-05-23 TIM CARLEW

Plan Statistics for UNIVERSITY CLINICAL HEALTH 403B PLAN

401k plan membership statisitcs for UNIVERSITY CLINICAL HEALTH 403B PLAN

Measure Date Value
2022: UNIVERSITY CLINICAL HEALTH 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 487
Number of other retired or separated participants entitled to future benefits 2022-01-01 60
Total of all active and inactive participants 2022-01-01 547
Total participants 2022-01-01 547
Number of participants with account balances 2022-01-01 284
2021: UNIVERSITY CLINICAL HEALTH 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 456
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 510
Number of participants with account balances 2021-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNIVERSITY CLINICAL HEALTH 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 576
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 598
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 633
Number of participants with account balances 2020-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSITY CLINICAL HEALTH 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 546
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 576
Number of participants with account balances 2019-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSITY CLINICAL HEALTH 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 491
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 510
Number of participants with account balances 2018-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNIVERSITY CLINICAL HEALTH 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-23 364
Total number of active participants reported on line 7a of the Form 5500 2017-05-23 437
Number of retired or separated participants receiving benefits 2017-05-23 0
Number of other retired or separated participants entitled to future benefits 2017-05-23 8
Total of all active and inactive participants 2017-05-23 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-23 0
Total participants 2017-05-23 445
Number of participants with account balances 2017-05-23 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-23 0

Measure	Date	Value
2022: UNIVERSITY CLINICAL HEALTH 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	487
Number of other retired or separated participants entitled to future benefits	2022-01-01	60
Total of all active and inactive participants	2022-01-01	547
Total participants	2022-01-01	547
Number of participants with account balances	2022-01-01	284
2021: UNIVERSITY CLINICAL HEALTH 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	456
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	510
Number of participants with account balances	2021-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSITY CLINICAL HEALTH 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	576
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	598
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	633
Number of participants with account balances	2020-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY CLINICAL HEALTH 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	546
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	576
Number of participants with account balances	2019-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY CLINICAL HEALTH 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	491
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	510
Number of participants with account balances	2018-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY CLINICAL HEALTH 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-23	364
Total number of active participants reported on line 7a of the Form 5500	2017-05-23	437
Number of retired or separated participants receiving benefits	2017-05-23	0
Number of other retired or separated participants entitled to future benefits	2017-05-23	8
Total of all active and inactive participants	2017-05-23	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-23	0
Total participants	2017-05-23	445
Number of participants with account balances	2017-05-23	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-23	0

Financial Data on UNIVERSITY CLINICAL HEALTH 403B PLAN

Measure	Date	Value
2022 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$258,569
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$860,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$839,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,202,101
Value of total assets at end of year	2022-12-31	$10,165,774
Value of total assets at beginning of year	2022-12-31	$10,767,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,480
Total interest from all sources	2022-12-31	$26,353
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$163,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$163,429
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,098,131
Participant contributions at end of year	2022-12-31	$197,789
Participant contributions at beginning of year	2022-12-31	$126,382
Participant contributions at end of year	2022-12-31	$30,043
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$22,654
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$20,953
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$103,970
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$27
Other income not declared elsewhere	2022-12-31	$-4,828
Administrative expenses (other) incurred	2022-12-31	$21,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-602,136
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,165,774
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,767,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,907,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,885,229
Interest on participant loans	2022-12-31	$5,768
Interest earned on other investments	2022-12-31	$20,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,007,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$735,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,128,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$839,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,630,165
Total of all expenses incurred	2021-12-31	$600,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$579,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,374,450
Value of total assets at end of year	2021-12-31	$10,767,910
Value of total assets at beginning of year	2021-12-31	$7,738,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,624
Total interest from all sources	2021-12-31	$22,412
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$164,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$164,523
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,922,681
Participant contributions at end of year	2021-12-31	$126,382
Participant contributions at beginning of year	2021-12-31	$165,178
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$29,462
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$20,953
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$20,180
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$451,769
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$63
Other income not declared elsewhere	2021-12-31	$773
Administrative expenses (other) incurred	2021-12-31	$21,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,029,170
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,767,910
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,738,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,885,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,684,605
Interest on participant loans	2021-12-31	$5,511
Interest earned on other investments	2021-12-31	$16,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$735,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$839,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,068,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$579,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,799,735
Total of all expenses incurred	2020-12-31	$532,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$520,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,857,378
Value of total assets at end of year	2020-12-31	$7,738,740
Value of total assets at beginning of year	2020-12-31	$5,471,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,876
Total interest from all sources	2020-12-31	$23,229
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$103,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$103,503
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,689,147
Participant contributions at end of year	2020-12-31	$165,178
Participant contributions at beginning of year	2020-12-31	$66,274
Participant contributions at end of year	2020-12-31	$29,462
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$20,180
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$168,231
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$117
Other income not declared elsewhere	2020-12-31	$3,729
Administrative expenses (other) incurred	2020-12-31	$11,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,266,959
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,738,740
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,471,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,684,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,715,273
Interest on participant loans	2020-12-31	$4,338
Interest earned on other investments	2020-12-31	$18,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$839,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$690,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$811,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$520,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,242,708
Total of all expenses incurred	2019-12-31	$215,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$205,530
Value of total corrective distributions	2019-12-31	$554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,517,635
Value of total assets at end of year	2019-12-31	$5,471,781
Value of total assets at beginning of year	2019-12-31	$2,444,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,282
Total interest from all sources	2019-12-31	$8,385
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$82,351
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,576,269
Participant contributions at end of year	2019-12-31	$66,274
Participant contributions at beginning of year	2019-12-31	$5,377
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$941,366
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2
Administrative expenses (other) incurred	2019-12-31	$9,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,027,342
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,471,781
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,444,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,715,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,303,182
Interest on participant loans	2019-12-31	$449
Interest earned on other investments	2019-12-31	$7,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$690,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$135,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$634,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$205,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WATKINS UIBERALL
Accountancy firm EIN	2019-12-31	621804252
2018 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,743,369
Total of all expenses incurred	2018-12-31	$128,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$125,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,943,037
Value of total assets at end of year	2018-12-31	$2,444,439
Value of total assets at beginning of year	2018-12-31	$829,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,153
Total interest from all sources	2018-12-31	$1,178
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$45,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$45,194
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,456,973
Participant contributions at end of year	2018-12-31	$5,377
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$486,064
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2
Administrative expenses (other) incurred	2018-12-31	$3,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,614,563
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,444,439
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$829,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,303,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$814,237
Interest on participant loans	2018-12-31	$133
Interest earned on other investments	2018-12-31	$1,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$135,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-246,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$125,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WATKINS UIBERALL
Accountancy firm EIN	2018-12-31	621804252
2017 : UNIVERSITY CLINICAL HEALTH 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$837,040
Total of all expenses incurred	2017-12-31	$7,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$799,517
Value of total assets at end of year	2017-12-31	$829,876
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$572
Total interest from all sources	2017-12-31	$70
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$9,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$9,674
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$793,580
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,937
Administrative expenses (other) incurred	2017-12-31	$572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$829,876
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$829,876
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$814,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest earned on other investments	2017-12-31	$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$27,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WATKINS UIBERALL
Accountancy firm EIN	2017-12-31	621804252