How many benefit plans does Univest Financial Corporation report on Form 5500?

Univest Financial Corporation (EIN 23-1886144) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Univest Financial Corporation?

The Employer Identification Number (EIN) reported for Univest Financial Corporation is 23-1886144.

What is the latest Form 5500 filing year for Univest Financial Corporation?

The latest loaded Form 5500 filing year for Univest Financial Corporation is 2023.

Univest Financial Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Univest Financial Corporation (EIN 23-1886144) is a plan sponsor located in Souderton, PA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-1886144
Location: Souderton, PA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $163,802,667
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $163,802,667

Contributions & income

Employer contributions: $2,195,067
Participant contributions: $7,177,607
Total income / additions: $32,359,584

Expenses & distributions

Benefits paid / distributions: $8,883,761
Total expenses: $9,082,509
Net increase / (decrease): $23,277,075

Coverage

Total reported participants: 2,842
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Univest Financial Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Univest Financial Corporation Deferred Salary Savings Plan	002	1,143	$109,454,489	2023
Univest Financial Corporation Retirement Plan	001	432	$54,348,178	2023
Univest Financial Corporation Group Life And Health Plan	501	1,267	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Univest Financial Corporation
Year	Plan	Participants	Schedules	Filing
2023	Univest Financial Corporation Group Life And Health Plan	1,267	—	20240606090324NAL0021928737001
2023	Univest Financial Corporation Deferred Salary Savings Plan	1,143	H, C	20240627104705NAL0014200096001
2023	Univest Financial Corporation Retirement Plan	432	H, C	20240703080731NAL0012567314001