2023 Form 5500 filing — Universal Fidelity Life Insurance Company 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 20240826113446NAL0009651889001) for Universal Fidelity Life Insurance Company 401(K) Plan, reported by Universal Fidelity Life Insurance Company under EIN 73-0493220 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240826113446NAL0009651889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Fidelity Life Insurance Company
- EIN
- 73-0493220
- Plan number
- 001
- Location
- Duncan, OK
- Participants
- 76
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,155,855
- Net assets (EOY)
- $1,155,855
- Participant contributions
- $99,074
- Total income / additions
- $228,949
- Benefits paid
- $299,183
- Administrative expenses
- $4,391
- Total expenses
- $308,296
- Net increase / (decrease)
- -$79,347
- Schedule source
- Schedule I