Original filing (PDF)20251013110615NAL0000516451001

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

Name: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. — UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

Form 5500

FILING_RECEIVED

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

421

Accounts w/ balance

419

Plan assets (EOY)

$111.3M

Net assets (EOY)

$111.3M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Below-peer total plan cost (86th percentile).
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC..

Plan sponsor

Name

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

EIN

27-3645560

Address

300 EAST MARKET STREET · SUITE 400 · LOUISVILLE, KY · 40202

Phone

(502) 588-0476

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

2C · Money purchase (other than target benefit)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BLUE & CO., LLC

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$18K	—

Investments

30 direct securities· $111.3M(100% of reported assets)

Other securities

$109.1M

28 holdings

Mutual Funds

$1.8M

1 holding

Common Stock

$378K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Other securities	—	—	$13.2M	11.9%
American Funds American Funds Target Date 2040 R6	Other securities	—	—	$13.1M	11.8%
American Funds American Funds Target Date 2035 R6	Other securities	—	—	$12.3M	11.1%
American Funds American Funds Target Date 2045 R6	Other securities	—	—	$11.5M	10.3%
American Funds American Funds Target Date 2030 R6	Other securities	—	—	$8.1M	7.3%
Fidelity Investments Fidelity Total Market Index	Other securities	—	—	$7.0M	6.3%
American Funds American Funds Target Date 2050 R6	Other securities	—	—	$6.9M	6.2%
American Funds American Funds Target Date 2020 R6	Other securities	—	—	$6.7M	6.1%
American Funds American Funds Target Date 2025 R6	Other securities	—	—	$5.7M	5.1%
Fidelity Investments Fidelity Contrafund K	Other securities	—	—	$4.8M	4.3%
Various Individual brokerage accounts	Other securities	—	—	$4.5M	4.1%
Fidelity Investments Fidelity Extended Market Index	Other securities	—	—	$2.1M	1.9%
American Funds American Funds Target Date 2055 R6	Other securities	—	—	$1.9M	1.7%
American Funds American Funds Target Date 2010 R6	Mutual Funds	—	—	$1.8M	1.6%
Fidelity Investments Fidelity International Index	Other securities	—	—	$1.7M	1.6%
Fidelity Investments Fidelity US Bond Index	Other securities	—	—	$1.7M	1.5%
Columbia Col Overseas Val 13	Other securities	—	—	$1.4M	1.2%
American Funds American Funds Washington Mutual Inv R6	Other securities	—	—	$1.3M	1.2%
Fixed annuity contract * Lincoln National Life Insurance Company Lincoln Stable Value Account	Other securities	—	—	$1.3M	1.2%
Loomis Sayles Loomis Small Cap Growth IS	Other securities	—	—	$726K	0.7%
American Funds American Funds Target Date 2060 R6	Other securities	—	—	$595K	0.5%
MFS International MFS Intl Growth R6	Other securities	—	—	$528K	0.5%
JP Morgan JP Morgan Small Cap Value R6	Other securities	—	—	$437K	0.4%
T. Rowe Price T. Rowe Price High Yield Inst	Other securities	—	—	$428K	0.4%
American Funds American Funds Target Date 2015 R6	Other securities	—	—	$399K	0.4%
Blackrock Emerging Markets Inc Institutional shares	Common Stock	—	—	$378K	0.3%
Pioneer Investments Pioneer Bond K	Other securities	—	—	$335K	0.3%
PIMCO Funds PIMCO International Bond US I	Other securities	—	—	$175K	0.2%
American Funds American Funds Target Date 2065 R6	Other securities	—	—	$139K	0.1%
through October 31, 2029) -0-	Other securities	—	—	$125K	0.1%