Unbound — 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, Unbound (EIN 43-1243999) is a plan sponsor located in Kansas City, KS with 2 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
43-1243999
Location
Kansas City, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,758,178
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,758,178

Contributions & income

Employer contributions
$696,823
Participant contributions
$937,261
Total income / additions
$4,427,764

Expenses & distributions

Benefits paid / distributions
$728,035
Total expenses
$763,008
Net increase / (decrease)
$3,664,756

Coverage

Total reported participants
335
Plans with financial statements
1
Plans with provider compensation
1

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

Unbound plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Unbound Retirement Plan002209$18,758,1782023
Group Employee Benefit Programs505126not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Unbound
YearPlanParticipantsSchedulesFiling
2023Unbound Retirement Plan209H, C20240717212328NAL0005221601001
2023Group Employee Benefit Programs12620240912114507NAL0004411907001

Related Form 5500 pages