2023 Form 5500 filing — United Community Center Pension & 401(K) 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 20241014132139NAL0014994195001) for United Community Center Pension & 401(K) Retirement Plan, reported by United Community Center under EIN 39-1146191 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132139NAL0014994195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Community Center
- EIN
- 39-1146191
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,903,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,903,811
- Employer contributions
- $998,768
- Participant contributions
- $1,239,146
- Total income / additions
- $4,270,525
- Benefits paid
- $2,394,436
- Administrative expenses
- $61,846
- Total expenses
- $2,456,282
- Net increase / (decrease)
- $1,814,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ppg Retirement Plan Services | NONE | $25,281 | $622 |
| Transamerica | NONE | $22,053 | $0 |
| Clifton Larson Allen Llp | NONE | $7,140 | not reported in the loaded dataset |