Andrew Tompkins signed University Otolaryngologists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Otolaryngologists, Inc.'s EIN is 31-0682633.
Download the official 2024 Form 5500 (PDF) for University Otolaryngologists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Otolaryngologists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | INVEST. MGR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| 95-2834236 |
| CHARLOTTE, NC |
| INVEST MGR |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE BENEFITS CONSULTING | 31-1252745 | CARMEL, IN | TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANZ | 41-1366075 | MINNEAPOLIS, MN | INVEST MGR | $61K | — |
| RAYMOND JAMES FINANCIAL SERVICES | 59-1531281 | ST. PETERSBURG, FL | INVEST MGR | $31K | — |
| CHARLES SCHWAB | 94-1737782 | EL PASO, TX | INVEST. MGR | $29K | — |
| PRUDENTIAL SECURITIES | 22-1211670 | PHILADELPHIA, PA | INVEST MGR | $12K | — |
| MORGAN STANLEY | 20-8764829 | NEW YORK, NY | INVEST MGR | $10K | — |
| JACKSON NATIONAL LIFE INSURANCE COM | 38-1659835 | LANSING, MI | INVEST MGR | $9K | — |
