University Medical Service Association, Inc. Tax Deferred Annuity Plan
Sponsored by University Medical Service Association, Inc. · EIN 237313346 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 0
- With balances
- 1,621
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Co | Custodial (securities), Investment advisory (participants), Investment management | $90,980 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $29,057 |