2023 Form 5500 filing — Utica First Insurance Company Employees Retirement & Savings 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 20241014115839NAL0045868944001) for Utica First Insurance Company Employees Retirement & Savings Plan, reported by Utica First Insurance Company under EIN 15-0476540 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115839NAL0045868944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utica First Insurance Company
- EIN
- 15-0476540
- Plan number
- 002
- Location
- Oriskany, NY
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,415,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,415,700
- Employer contributions
- $755,574
- Participant contributions
- $900,451
- Total income / additions
- $4,893,671
- Benefits paid
- $1,366,807
- Administrative expenses
- $107,970
- Total expenses
- $1,474,777
- Net increase / (decrease)
- $3,418,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Financial Services | INVESTMENT ADVISORY | $69,142 | $20 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,819 | $0 |