2023 Form 5500 filing — Universal Property & Casualty 401(K) Profit Sharing 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 20240927120522NAL0001233555001) for Universal Property & Casualty 401(K) Profit Sharing Plan, reported by Universal Property & Casualty under EIN 65-0789077 and plan number 001. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927120522NAL0001233555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Property & Casualty
- EIN
- 65-0789077
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,427,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,427,913
- Employer contributions
- $3,724,150
- Participant contributions
- $6,062,532
- Total income / additions
- $18,830,634
- Benefits paid
- $2,971,534
- Administrative expenses
- $39,969
- Total expenses
- $3,121,987
- Net increase / (decrease)
- $15,708,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $39,968 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $1 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley | ADVISOR | $0 | $0 |