2023 Form 5500 filing — United Utility Services 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 20250203163208NAL0006910737001) for United Utility Services 401(K) Plan, reported by United Utility Services, LLC under EIN 82-3772718 and plan number 001. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203163208NAL0006910737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Utility Services, LLC
- EIN
- 82-3772718
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,449,754
- Total liabilities (EOY)
- $149,883
- Net assets (EOY)
- $25,299,871
- Employer contributions
- $3,022,211
- Participant contributions
- $5,086,235
- Total income / additions
- $15,110,015
- Benefits paid
- $2,941,599
- Administrative expenses
- $93,432
- Total expenses
- $3,065,809
- Net increase / (decrease)
- $12,044,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISORY | $39,829 | not reported in the loaded dataset |
| The Haslauer Group, Inc. | TPA | $23,133 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $21,926 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,503 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $758 | not reported in the loaded dataset |