2023 Form 5500 filing — Union Telephone Company 401(K) 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 20241015172139NAL0058921650001) for Union Telephone Company 401(K) Plan, reported by Union Telephone Company under EIN 83-0184092 and plan number 002. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172139NAL0058921650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Telephone Company
- EIN
- 83-0184092
- Plan number
- 002
- Location
- Mountain View, WY
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,126,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,126,645
- Employer contributions
- $193,359
- Participant contributions
- $1,027,522
- Total income / additions
- $4,439,452
- Benefits paid
- $3,568,946
- Administrative expenses
- $31,561
- Total expenses
- $3,600,507
- Net increase / (decrease)
- $838,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Securities Inc | BROKER/ADVISER | $0 | $47,585 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,580 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,875 | $0 |