2023 Form 5500 filing — The United Company Retirement 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 20241010175723NAL0011797971001) for The United Company Retirement Plan, reported by The United Company under EIN 54-1120913 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175723NAL0011797971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The United Company
- EIN
- 54-1120913
- Plan number
- 001
- Location
- Bristol, VA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,226,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,226,042
- Employer contributions
- $454,198
- Participant contributions
- $1,083,620
- Total income / additions
- $7,847,829
- Benefits paid
- $4,038,147
- Administrative expenses
- $114,448
- Total expenses
- $4,152,595
- Net increase / (decrease)
- $3,695,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retire Ins & Annuity Co | THIRD PARTY ADMINISTRATOR | $114,320 | $0 |
| Pruco Securities, LLC | INVESTMENT MANAGER | $0 | $26,817 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $1,100 | $0 |
| The Prudential Ins Co Of America | THIRD PARTY ADMINISTRATOR | $0 | $0 |