2023 Form 5500 filing — Retirement Income Plan For Employees Of Ul
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 20241015194831NAL0030789137001) for Retirement Income Plan For Employees Of Ul, reported by Ul LLC under EIN 94-3282454 and plan number 001. It reports 2,042 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194831NAL0030789137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ul LLC
- EIN
- 94-3282454
- Plan number
- 001
- Location
- Northbrook, IL
- Participants
- 2,042
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,888,000
- Total liabilities (EOY)
- $163,000
- Net assets (EOY)
- $215,725,000
- Employer contributions
- $7,300,000
- Total income / additions
- $34,157,000
- Benefits paid
- $27,017,000
- Administrative expenses
- $2,777,000
- Total expenses
- $29,794,000
- Net increase / (decrease)
- $4,363,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | NONE | $502,854 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $447,300 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $88,232 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $83,759 | not reported in the loaded dataset |
| Macquarie Inv Management Advisers | NONE | $58,344 | not reported in the loaded dataset |
| Income Research And Managment Inc | NONE | $52,537 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $15,494 | not reported in the loaded dataset |