Original filing (PDF)20251013104949NAL0002487282001

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

Name: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. — UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

Form 5500

FILING_RECEIVED

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,232

Accounts w/ balance

3,301

Plan assets (EOY)

$161.0M

Net assets (EOY)

$161.0M

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

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 496K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$158K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STEGNER INVESTMENT ASSOCIATES	61-1253247	—	INVESTMENT ADVISORY	$9K	—

Investments

30 direct securities· $161.0M(100% of reported assets)

Other securities

$159.5M

28 holdings

Mutual Funds

$1.0M

1 holding

Common Stock

$448K

1 holding

					% of plan
American Funds American Funds Target Date 2035 R6	Other securities	—	—	$20.6M	12.8%
American Funds American Funds Target Date 2030 R6	Other securities	—	—	$18.0M	11.2%
American Funds American Funds Target Date 2045 R6	Other securities	—	—	$17.4M	10.8%
American Funds American Funds Target Date 2050 R6	Other securities	—	—	$15.0M	9.3%
American Funds American Funds Target Date 2040 R6	Other securities	—	—	$14.7M	9.1%
American Funds American Funds Target Date 2025 R6	Other securities	—	—	$14.4M	8.9%
American Funds American Funds Target Date 2055 R6	Other securities	—	—	$11.0M	6.8%
Fidelity Investments Fidelity 500 Index	Other securities	—	—	$10.0M	6.2%
Fidelity Investments Fidelity Contrafund K	Other securities	—	—	$7.3M	4.5%
American Funds American Funds Target Date 2020 R6	Other securities	—	—	$4.0M	2.5%
Various Individual brokerage accounts	Other securities	—	—	$3.7M	2.3%
American Funds American Funds Target Date 2015 R6	Other securities	—	—	$3.2M	2.0%
American Funds American Funds Target Date 2060 R6	Other securities	—	—	$3.0M	1.8%
Fidelity Investments Fidelity Total Market Index	Other securities	—	—	$2.6M	1.6%
Fidelity Investments Fidelity Extended Market Index	Other securities	—	—	$2.2M	1.4%
through January 4, 2030) -0-	Other securities	—	—	$2.2M	1.4%
American Funds American Funds Washington Mutual Inv R6	Other securities	—	—	$1.9M	1.2%
Loomis Sayles Loomis Small Cap Growth IS	Other securities	—	—	$1.3M	0.8%
Fixed annuity contract * Lincoln National Life Insurance Company Lincoln Stable Value Account	Other securities	—	—	$1.2M	0.7%
Fidelity Investments Fidelity US Bond Index	Other securities	—	—	$1.1M	0.7%
Fidelity Investments Fidelity International Index	Other securities	—	—	$1.1M	0.7%
American Funds American Funds Target Date 2010 R6	Mutual Funds	—	—	$1.0M	0.6%
American Funds American Funds Target Date 2065 R6	Other securities	—	—	$882K	0.5%
Pioneer Investments Pioneer Bond K	Other securities	—	—	$776K	0.5%
MFS International MFS Intl Growth R6	Other securities	—	—	$678K	0.4%
Goldman Sachs Goldman Sachs Stable Value Inv 1 ** 54 JP Morgan JP Morgan Small Cap Value R6	Other securities	—	—	$472K	0.3%
Blackrock Emerging Markets Inc Institutional Shares	Common Stock	—	—	$448K	0.3%
T. Rowe Price T. Rowe Price High Yield Inst	Other securities	—	—	$353K	0.2%
Columbia Col Overseas Val 13	Other securities	—	—	$289K	0.2%
PIMCO Funds PIMCO International Bond US I	Other securities	—	—	$225K	0.1%