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Form 5500 · Retirement plan · KANSAS CITY, MO

UNIVERSITY HEALTH PHYSICIANS

The filing calls this plan UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN.

UNIVERSITY HEALTH PHYSICIANS of KANSAS CITY, MO's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TIAA-CREF
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1009163 · plan 001 · plan year 2025, filed Sep 16, 2026

Participants at the start of the year
845
Contracts on file
1
Contract value
$51,893,088
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $51,893,088 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC431December$51,893,088$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
UNIVERSITY HEALTH PHYSICIANS
EIN 43-1009163
TIAA
Recordkeeping and information management · EIN 13-1624203
$121,838
paid directly by the plan
ONEDIGITAL INVESTMENT ADVISORS
Named on Schedule C · EIN 82-1434504
$40,000
paid directly by the plan
FORVIS MAZARS, LLP
Accounting and audit · EIN 44-0160260
$14,175
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 348 employees, 22 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
348
Hours worked
726,624
Recordable cases
22
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$288,112,434
Paid out in benefits
$16,868,721
Participants at the start of the year
845
Participants with account balances
695

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$14,175

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 3 Schedule A contractsRenews ~Jan 1Employee Benefit PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1

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