2023 Form 5500 filing — Unity International Group 401(K) 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 20241009145408NAL0019481249001) for Unity International Group 401(K) Plan, reported by Unity Electric Company, Inc. under EIN 13-2932294 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145408NAL0019481249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Electric Company, Inc.
- EIN
- 13-2932294
- Plan number
- 002
- Location
- New York, NY
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,723,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,723,292
- Participant contributions
- $294,590
- Total income / additions
- $2,126,261
- Benefits paid
- $1,022,333
- Administrative expenses
- $31,218
- Total expenses
- $1,070,218
- Net increase / (decrease)
- $1,056,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $15,925 | not reported in the loaded dataset |
| Milliman Advisors LLC | NONE | $9,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $6,293 | $0 |