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Original filing (PDF)20251007134401NAL0002716899001
UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
1,621
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
77 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC..
Plan sponsor
Name
UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.
EIN
23-7313346
Address
12901 BRUCE B. DOWNS BLVD., MDC 62 · TAMPA, FL · 33612
Phone
(727) 277-5226
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $91K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $29K | — |
Investments
77 direct securities· $40.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED ACCOUNT PLUS | — | — | — | $7.8M | 19.0% | |
| VANGUARD INST IDX | — | — | — | $4.1M | 10.1% | |
| FIXED ACCOUNT | — | — | — | $2.0M | 5.0% | |
| STOCK INDEX FUND | — | — | — | $1.9M | 4.6% | |
| VANGUARD SM CP IDX ADM | — | — | — | $1.5M | 3.8% | |
| VANGUARD TGT RTMT 2035 | — | — | — | $1.5M | 3.7% | |
| VANGUARD TGT RTMT 2055 | — | — | — | $1.4M | 3.4% | |
| VANGUARD TOT INTL STCK IDX ADM | — | — | — | $1.4M | 3.3% | |
| VANGUARD FED MONEY MARKET INV | — | — | — | $1.1M | 2.6% | |
| VANGUARD TGT RTMT 2045 | — | — | — | $1.0M | 2.5% | |
| VAN MID CAP INDEX ADM | — | — | — | $987K | 2.4% | |
| VANGUARD TL BD MK IDX ADM | — | — | — | $874K | 2.1% | |
| SCIENCE & TECHNOLOGY FUND | — | — | — | $858K | 2.1% | |
| MID CAP INDEX FUND | — | — | — | $829K | 2.0% | |
| AMERICAN EUROPACIFIC GROWTH R6 | — | — | — | $813K | 2.0% | |
| VANGUARD TGT RTMT 2025 | — | — | — | $810K | 2.0% | |
| VANGUARD TGT RTMT 2050 | — | — | — | $664K | 1.6% | |
| GROWTH FUND | — | — | — | $623K | 1.5% | |
| INTERNATL EQUITIES INDEX FUND | — | — | — | $569K | 1.4% | |
| VANGUARD WINDSOR II | — | — | — | $565K | 1.4% | |
| SHORT TERM FIXED ACCOUNT | — | — | — | $479K | 1.2% | |
| MFS VALUE R6 | — | — | — | $478K | 1.2% | |
| VANGUARD TGT RTMT INC | — | — | — | $455K | 1.1% | |
| VANGUARD TGT RTMT 2040 | — | — | — | $449K | 1.1% | |
| US SOCIALLY RESPONSIBLE FUND | — | — | — | $393K | 1.0% | |
| PRINCIPAL REAL ESTATE SEC R6 | — | — | — | $374K | 0.9% | |
| JHANCOCK DISCPL VAL MID CAP R6 | — | — | — | $342K | 0.8% | |
| CORE BOND FUND | — | — | — | $335K | 0.8% | |
| EMERGING ECONOMIES | — | — | — | $322K | 0.8% | |
| ALLSPRING SPC SM CAP VAL FD R6 | — | — | — | $317K | 0.8% | |
| HARBOR CAPITAL APP RETIREMENT | — | — | — | $286K | 0.7% | |
| VANGUARD TGT RTMT 2060 | — | — | — | $264K | 0.6% | |
| MID CAP STRATEGIC GWTH | — | — | — | $248K | 0.6% | |
| SMALL CAP INDEX FUND | — | — | — | $246K | 0.6% | |
| VANGUARD WELLINGTON FUND INC | — | — | — | $238K | 0.6% | |
| CARILLON EAGLE MID CAP GROWTH | — | — | — | $232K | 0.6% | |
| INTERNATIONAL VALUE FUND | — | — | — | $228K | 0.6% | |
| BLACKROCK TOTAL RETURN K | — | — | — | $222K | 0.5% | |
| MID CAP VALUE FUND | — | — | — | $221K | 0.5% | |
| VANGUARD TGT RTMT 2030 | — | — | — | $205K | 0.5% | |
| Notes receivable from participants (4.25% - 9.50%) | — | — | — | $181K | 0.4% | |
| INTL OPPORTUNITIES | — | — | — | $180K | 0.4% | |
| MODERATE GROWTH LIFESTYLE | — | — | — | $177K | 0.4% | |
| INTL SOCIALLY RESPONSIBLE FUND | — | — | — | $177K | 0.4% | |
| SMALL CAP VALUE FUND | — | — | — | $171K | 0.4% | |
| INFLATION PROTECTED FUND | — | — | — | $166K | 0.4% | |
| ARIEL FUND | — | — | — | $153K | 0.4% | |
| GS VIT GOV MONEY MKT FD INST | — | — | — | $152K | 0.4% | |
| SYSTEMATIC GROWTH FUND | — | — | — | $152K | 0.4% | |
| VANGUARD TGT RTMT 2020 | — | — | — | $126K | 0.3% | |
| ARIEL APPRECIATION FUND | — | — | — | $114K | 0.3% | |
| GLOBAL REAL ESTATE FUND | — | — | — | $112K | 0.3% | |
| LARGE CAPITAL GROWTH | — | — | — | $110K | 0.3% | |
| NYLI MK HI YLD CORP BD R6 | — | — | — | $110K | 0.3% | |
| HIGH YIELD BOND FUND | — | — | — | $109K | 0.3% | |
| LOOMIS SAYLES SM CP GROWTH N | — | — | — | $100K | 0.2% | |
| VANGUARD INF PRO SEC ADML | — | — | — | $100K | 0.2% | |
| VC I CAPITAL APPRECIATION | — | — | — | $88K | 0.2% | |
| SYSTEMATIC CORE FUND | — | — | — | $83K | 0.2% | |
| SMALL CAP GROWTH FUND | — | — | — | $82K | 0.2% | |
| AGGRESSIVE GROWTH LIFESTYLE | — | — | — | $81K | 0.2% | |
| DIVIDEND VALUE | — | — | — | $80K | 0.2% | |
| SYSTEMATIC VALUE | — | — | — | $69K | 0.2% | |
| VC I CONSERV GROWTH LIFESTYLE | — | — | — | $56K | 0.1% | |
| INTERNATIONAL GROWTH FUND | — | — | — | $50K | 0.1% | |
| VANGUARD LIFESTRATEGY MODERA | — | — | — | $38K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | — | — | — | $34K | <0.1% | |
| VANGUARD LIFESTRATEGY CONSER | — | — | — | $31K | <0.1% | |
| ASSET ALLOCATION FUND | — | — | — | $31K | <0.1% | |
| VANGUARD TARGET RETIRE 2065 | — | — | — | $24K | <0.1% | |
| VANGUARD LONG-TERM TREASURY | — | — | — | $24K | <0.1% | |
| NASDAQ-100(R) INDEX FUND | — | — | — | $23K | <0.1% | |
| GLOBAL STRATEGY | — | — | — | $22K | <0.1% | |
| GOVERNMENT SECURITIES FUND | — | — | — | $22K | <0.1% | |
| VANGUARD LT INV-GRADE FUND | — | — | — | $17K | <0.1% | |
| SMALL CAP SPECIAL VALUE FUND | — | — | — | $13K | <0.1% | |
| INTERNATIONAL GOVERNMENT BOND | — | — | — | $10K | <0.1% |