2023 Form 5500 filing — United Mechanical Corporation Employee Benefit 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 20240805081533NAL0001853072001) for United Mechanical Corporation Employee Benefit Plan, reported by United Mechanical Corporation under EIN 56-1175715 and plan number 501. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805081533NAL0001853072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Mechanical Corporation
- EIN
- 56-1175715
- Plan number
- 501
- Location
- Charlotte, NC
- Participants
- 66
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,963
- Total liabilities (EOY)
- $153,857
- Net assets (EOY)
- -$143,894
- Employer contributions
- $380,844
- Participant contributions
- $215,699
- Total income / additions
- $597,784
- Benefits paid
- $492,002
- Administrative expenses
- $22,368
- Total expenses
- $685,070
- Net increase / (decrease)
- -$87,286
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medcost LLC | ADMIN | $22,368 | not reported in the loaded dataset |
| Ecm Solutions | BROKER | $13,024 | not reported in the loaded dataset |
| E. K. Mcconkey & Co., Inc. | BROKER | $10,365 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $7,196 | not reported in the loaded dataset |
| Aetna Health Plans | ADMIN | $979 | not reported in the loaded dataset |