2023 Form 5500 filing — Employees' Retirement Plan Of Universal Leaf Tobacco Co. & Designated Affiliated Cos

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 20241010151827NAL0040623202001) for Employees' Retirement Plan Of Universal Leaf Tobacco Co. & Designated Affiliated Cos, reported by Universal Leaf Tobacco Company Inc under EIN 54-0741848 and plan number 001. It reports 1,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$213.3MReported net assets$213,271,111
Participants1.3K1,318
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010151827NAL0040623202001
Plan sponsor
Universal Leaf Tobacco Company Inc
EIN
54-0741848
Plan number
001
Location
Richmond, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$213.3M total assets
Net assets$213.3MLiabilities$0
Money in vs. money out
Total income / additions$20.6M
Total expenses$14.6M
Benefits paid / distributions$13.8M
Full reported line items
Total assets (EOY)
$213,271,111
Total liabilities (EOY)
$0
Net assets (EOY)
$213,271,111
Total income / additions
$20,553,354
Benefits paid
$13,773,916
Administrative expenses
$807,928
Total expenses
$14,581,844
Net increase / (decrease)
$5,971,510

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010151827NAL0040623202001 cover?
It is the 2023 Form 5500 filing for Employees' Retirement Plan Of Universal Leaf Tobacco Co. & Designated Affiliated Cos, reported by Universal Leaf Tobacco Company Inc (EIN 54-0741848).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages