2023 Form 5500 filing — United Animal Health, Inc. 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 20241009221153NAL0009577555001) for United Animal Health, Inc. 401(K) Plan, reported by United Animal Health, Inc. under EIN 35-0990425 and plan number 002. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009221153NAL0009577555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Animal Health, Inc.
- EIN
- 35-0990425
- Plan number
- 002
- Location
- Sheridan, IN
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,306,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,306,527
- Employer contributions
- $1,532,707
- Participant contributions
- $2,490,261
- Total income / additions
- $13,435,302
- Benefits paid
- $6,414,279
- Administrative expenses
- $81,570
- Total expenses
- $6,495,849
- Net increase / (decrease)
- $6,939,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $44,211 | $0 |
| Procourse Fiduciary Advisors LLC | ADVISOR | $18,750 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $18,477 | not reported in the loaded dataset |