2023 Form 5500 filing — United Producers, Inc. 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 20241009095839NAL0018982513001) for United Producers, Inc. Savings Plan, reported by United Producers, Inc. under EIN 31-4284535 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,697,339
Participants199
Provider compensation$11.6K2 Schedule C row(s)$11,595
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009095839NAL0018982513001
- Plan sponsor
- United Producers, Inc.
- EIN
- 31-4284535
- Plan number
- 002
- Location
- Columbus, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,697,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,697,339
- Employer contributions
- $259,368
- Participant contributions
- $607,319
- Total income / additions
- $3,394,910
- Benefits paid
- $1,269,167
- Administrative expenses
- $16,147
- Total expenses
- $1,304,035
- Net increase / (decrease)
- $2,090,875
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $11,911 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$316 | $0 |