2023 Form 5500 filing — Unify Inc. Pension 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 20241011161013NAL0012740067001) for Unify Inc. Pension Plan, reported by Unify Inc. under EIN 26-2722137 and plan number 001. It reports 1,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161013NAL0012740067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unify Inc.
- EIN
- 26-2722137
- Plan number
- 001
- Location
- Mesa, AZ
- Participants
- 1,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,882,281
- Total liabilities (EOY)
- $12,494
- Net assets (EOY)
- $231,869,787
- Total income / additions
- $17,684,868
- Benefits paid
- $20,092,168
- Administrative expenses
- $975,210
- Total expenses
- $21,067,378
- Net increase / (decrease)
- -$3,382,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $180,472 | not reported in the loaded dataset |
| Amundi Pioneer | NONE | $163,214 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $76,497 | $0 |
| Harding,Shymanski & Company, P.S.C. | AUDITOR | $67,408 | not reported in the loaded dataset |
| Scott Segal | NONE | $22,158 | not reported in the loaded dataset |