2023 Form 5500 filing — Retirement4contractors Pooled Employer 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 20250225123353NAL0010834449001) for Retirement4contractors Pooled Employer Plan, reported by United Workers Retirement Plan, Inc. under EIN 87-3318230 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225123353NAL0010834449001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Workers Retirement Plan, Inc.
- EIN
- 87-3318230
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,586,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,586,520
- Employer contributions
- $1,301,129
- Participant contributions
- $655,722
- Total income / additions
- $3,208,455
- Benefits paid
- $1,967,494
- Administrative expenses
- $161,948
- Total expenses
- $2,147,637
- Net increase / (decrease)
- $1,060,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $95,583 | $0 |
| Mgks | NONE | $33,077 | not reported in the loaded dataset |
| United Workers Retirement | NONE | $20,568 | not reported in the loaded dataset |
| Retirement Plan Advisors | NONE | $11,619 | not reported in the loaded dataset |
| Chek Tan And Company | NONE | $8,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |