2023 Form 5500 filing — United Retiree Welfare 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 20240911150012NAL0012179872002) for United Retiree Welfare Benefit Plan, reported by United Electric Co-Op Plan Trust under EIN 90-6280120 and plan number 526. It reports 115 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240911150012NAL0012179872002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Electric Co-Op Plan Trust
- EIN
- 90-6280120
- Plan number
- 526
- Location
- Burleson, TX
- Participants
- 115
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,645,409
- Net assets (EOY)
- $30,645,409
- Employer contributions
- $350,947
- Total income / additions
- $4,929,154
- Benefits paid
- $350,947
- Administrative expenses
- $64,787
- Total expenses
- $415,734
- Net increase / (decrease)
- $4,513,420
- Schedule source
- Schedule I