UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN

At the end of 2022, the total retirement plan assets of UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is $34,906,711.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is 160

In 2022, the average participant retirement account value for UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is $218,166

In 2022, the estimated average employee contribution amount per participant for UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is $11,108

In 2022, the estimated average employer match for an employee in UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is approximately $9,616

In 2022, UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN allocates $1,538,623 to match its employees’ contributions, providing an employer match rate of 88.51% of their contributions

In 2022, the total retirement plan asset growth rate of UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is -8.22%

In 2022, the estimated aggregate retirement account investment gain/loss for UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is -13.21%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN is 0.02%.

Enrollment Features

UTIMCO 403(B) TAX SHELTERED ANNUITY PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.