2023 Form 5500 filing — Uctie International Union 401(K) Savings 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 20241001114509NAL0011497040001) for Uctie International Union 401(K) Savings Plan, reported by Uctie International Union under EIN 20-0485151 and plan number 001. It reports 1,311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001114509NAL0011497040001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Uctie International Union
- EIN
- 20-0485151
- Plan number
- 001
- Location
- Douglaston, NY
- Participants
- 1,311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,653,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,653,554
- Employer contributions
- $1,410,652
- Participant contributions
- $429,516
- Total income / additions
- $4,156,188
- Benefits paid
- $4,091,189
- Administrative expenses
- $219,143
- Total expenses
- $4,310,332
- Net increase / (decrease)
- -$154,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $157,456 | $0 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $121,769 |
| Uctie 401k Savings Plan | CONTRACT ADMINISTRATOR | $61,687 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |