2023 Form 5500 filing — United Fire Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627163938NAL0022152034001) for United Fire Group 401(K) Plan, reported by United Fire & Casualty Company under EIN 42-0644327 and plan number 004. It reports 1,473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627163938NAL0022152034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Fire & Casualty Company
- EIN
- 42-0644327
- Plan number
- 004
- Location
- Cedar Rapids, IA
- Participants
- 1,473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,225,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,225,617
- Employer contributions
- $3,817,028
- Participant contributions
- $11,204,896
- Total income / additions
- $39,249,081
- Benefits paid
- $29,551,287
- Administrative expenses
- $277,039
- Total expenses
- $29,828,359
- Net increase / (decrease)
- $9,420,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $277,039 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $111,929 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |