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Form 5500 · Retirement plan · BALTIMORE, MD

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

The filing calls this plan UMMS VOLUNTARY 403(B) PLAN.

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION of BALTIMORE, MD files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY. 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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1362793 · plan 004 · plan year 2024, filed Sep 8, 2025

Participants at the start of the year
7,190
Contracts on file
1
Contract value
$1,901,794
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 EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $1,901,794 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
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC102December$1,901,794$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 OF MARYLAND MEDICAL SYSTEM CORPORATION
EIN 52-1362793
EMPOWER ANNUITY INSURANCE COMPANY
Contract administrator · Recordkeeping and information management · EIN 06-1050034
$206,611
paid directly by the plan
NFP RETIREMENT INC
OTHER · EIN 33-0905143
$19,312
paid directly by the plan
EMPOWER FINANCIAL SERVICES, INC.
Named on Schedule C · EIN 84-0965407
$125
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.

What the plan holds

Plan assets at year end
$793,367,490
Paid out in benefits
$87,735,350
Participants at the start of the year
7,190
Participants with account balances
6,602

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

Who runs the plan

RecordkeeperEIN 06-1050034
EMPOWER ANNUITY INSURANCE COMPANY
Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$16,228

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

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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