Scott Stucky signed University Physicians Association Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Physicians Association Inc.'s EIN is 62-1610351.
Download the official 2024 Form 5500 (PDF) for University Physicians Association Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Physicians Association Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 13-4156830 | COLUMBUS, OH | NONE | $7K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AMCENT RTRMTRDNS 2050 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $3.3M | 8.3% |
| AMCENT RTRMNTRDNS 2035 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $3.2M | 8.1% |
| AMCENT RTRMNTRDNS 2045 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $3.1M | 7.8% |
| AMCENT RTRMTRDNS 2055 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $3.0M | 7.6% |
| AMCENT RTRMNTRDNS 2040 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $2.8M | 7.1% |
| AMCENT RTRMNTRDNS 2060 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $2.6M | 6.6% |
| AMCENT RTRMTRDNS 2030 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $2.5M | 6.3% |
| AMCENT RTRMNTRDNS I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $1.0M | 2.6% |
| AMCENT RTRMNTRDNS 2025 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $806K | 2.0% |
| AMCENT RTRMTRDNS 2065 I CIT BENEFIT TRUST COMPANY · EIN 83-6703531 / PN 000 | Master Trust | $578K | 1.5% |
| TRUIST ADVISORY SERVICES | 37-1808847 | ATLANTA, GA | PLAN ADVISOR | $152K | — |
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | PLAN ADVISOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION FINANCIAL SERVICES INC | 58-1485803 | DULUTH, GA | TPA | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTIVE CORE - ACTIVE TO TARGET DATE | 26-2409128 | SHAWNEE MISSION, KS | NONE | — | — |
