Plan Ledger DOL Form 5500 · updated monthly

University Health Physicians403(b)

UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

University Health Physicians reported $208,272 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $13,936 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 93rd-largest of 1,393 plans among Missouri employers on file, and the 225th of 3,091 in educational services. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 298 to 388 since 2022.

Plan summary
Net assets, end of year$253,944,797
Participants with balances785
Active participants388
Employer contributions$5,407,079
Employee contributions$5,893,821
Employer contribution per active participant$13,936
Average account balance$323,497
Benefits paid to participants$11,319,351
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$253.9M · 785 accts · $5.4M emplr
2023$225.1M · 776 accts · $5.0M emplr
2022$193.2M · 786 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,489
Investment management$68,771
Audit (IQPA)$16,012
Total administrative$208,272
Employer contributions to the University Health Physicians plan · 2024
Employer contribution per active participant$13,936
Median for plans this size$3,635
2024$13,936 per active participant
2023$13,348 per active participant
2022$15,083 per active participant

University Health Physicians's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$123,489
CBIZ INVESTMENT ADVISORY SERVICES · Investment management$68,771
FORVIS MAZARS, LLP · Accounting / audit$16,012

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$208,272 · 0.09%
2023$190,447 · 0.09%
2022$141,145 · 0.07%
Same employer
Similar plansEducational Services · Missouri
Saint Louis University MO$962.4M · 0.05%
Webster University MO$232.6M · 0.10%
The Principia Corporation MO$130.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431009163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.