What public Form 5500 filings show about the University Physicians Association Inc. 401(k) plan — and how to find and check your own account.
University Physicians Association Inc. (EIN 62-1610351) reports UPA 401(K) SAVINGS PLAN on its most recent Form 5500, with $39.6M in plan assets across 1,075 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full University Physicians Association Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your University Physicians Association Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONWIDE, PENSION FINANCIAL SERVICES, BRINKER CAPITAL INVESTMENTS, TRUIST ADVISORY SERVICES, ACTIVE CORE - ACTIVE TO TARGET DATE.
