2023 Form 5500 filing — Unitarian Universalist Organizations Health 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 20250414074352NAL0001571057001) for Unitarian Universalist Organizations Health Plan, reported by Unitarian Universalist Association Employee Benefits Trust under EIN 20-8079417 and plan number 501. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414074352NAL0001571057001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Unitarian Universalist Association Employee Benefits Trust
- EIN
- 20-8079417
- Plan number
- 501
- Location
- Boston, MA
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,909,068
- Total liabilities (EOY)
- $2,213,125
- Net assets (EOY)
- $3,695,943
- Employer contributions
- $11,518,420
- Participant contributions
- $4,936,466
- Total income / additions
- $17,778,495
- Benefits paid
- $15,483,800
- Administrative expenses
- $844,750
- Total expenses
- $16,328,550
- Net increase / (decrease)
- $1,449,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark, Inc. | NONE | $254,350 | not reported in the loaded dataset |
| Willie Lester | EMPLOYEE | $93,484 | not reported in the loaded dataset |
| Milliman | ACTUARY | $58,831 | not reported in the loaded dataset |
| Ashley Anguiano | EMPLOYEE | $57,852 | not reported in the loaded dataset |
| Mariyah E. Hawkins | EMPLOYEE | $46,561 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $46,507 | not reported in the loaded dataset |
| Cds Administrators, Inc. | NONE | $35,680 | not reported in the loaded dataset |