2023 Form 5500 filing — Ugsoa 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 20241015194531NAL0017134163001) for Ugsoa Retirement Plan, reported by Ugsoa Board Of Trustees under EIN 46-4857037 and plan number 001. It reports 2,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194531NAL0017134163001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ugsoa Board Of Trustees
- EIN
- 46-4857037
- Plan number
- 001
- Location
- East Wareham, MA
- Participants
- 2,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,045,958
- Total liabilities (EOY)
- $3,557
- Net assets (EOY)
- $28,042,401
- Employer contributions
- $6,012,695
- Participant contributions
- $462,173
- Total income / additions
- $9,296,513
- Benefits paid
- $5,052,772
- Administrative expenses
- $418,340
- Total expenses
- $5,471,112
- Net increase / (decrease)
- $3,825,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | NONE | $265,747 | not reported in the loaded dataset |
| Novus Advisors | NONE | $105,213 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $23,053 | not reported in the loaded dataset |
| Matrix | NONE | $12,381 | not reported in the loaded dataset |
| Benefit Source Inc. | NONE | $11,498 | not reported in the loaded dataset |