Union Partners I LLC — 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, Union Partners I LLC (EIN 47-1574790) is a plan sponsor located in Oak Brook, IL with 1 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
47-1574790
Location
Oak Brook, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,715,581
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,715,581

Contributions & income

Employer contributions
$1,192,802
Participant contributions
$2,500,138
Total income / additions
$9,196,936

Expenses & distributions

Benefits paid / distributions
$5,787,616
Total expenses
$6,013,233
Net increase / (decrease)
$3,183,703

Coverage

Total reported participants
2,207
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

Union Partners I LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Union Partners I LLC 401(K) Saving Plan0011,237$41,715,5812023
Upg Enterprises LLC Health And Welfare Benefit Plan501970not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Union Partners I LLC
YearPlanParticipantsSchedulesFiling
2023Upg Enterprises LLC Health And Welfare Benefit Plan97020240731164029NAL0022707297001
2023Union Partners I LLC 401(K) Saving Plan1,237H, C20250404142343NAL0018492560001

Related Form 5500 pages