2023 Form 5500 filing — The United Collection Bureau, Inc. Savings Plan And Trust
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 20240827150638NAL0006174547002) for The United Collection Bureau, Inc. Savings Plan And Trust, reported by United Collection Bureau, Inc. And Subsidiaries under EIN 34-4479789 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827150638NAL0006174547002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Collection Bureau, Inc. And Subsidiaries
- EIN
- 34-4479789
- Plan number
- 001
- Location
- Toledo, OH
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,515,259
- Total liabilities (EOY)
- $14,069
- Net assets (EOY)
- $8,501,190
- Employer contributions
- $63,305
- Participant contributions
- $662,511
- Total income / additions
- $2,125,054
- Benefits paid
- $626,402
- Administrative expenses
- $40,925
- Total expenses
- $667,327
- Net increase / (decrease)
- $1,457,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Venture Visionary Partners LLC | INVESTMENT ADVISOR | $19,100 | not reported in the loaded dataset |
| Mira + Kolena Ltd | AUDITOR | $18,086 | $0 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,739 | $0 |