2023 Form 5500 filing — Ua Carp Overlay Account
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 20251008085944NAL0005304561001) for Ua Carp Overlay Account, reported by United Airlines, Inc. under EIN 90-0134602 and plan number 301. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$26.4MReported net assets$26,374,567
ParticipantsNot reported
Provider compensation$38.6K1 Schedule C row(s)$38,586
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251008085944NAL0005304561001
- Plan sponsor
- United Airlines, Inc.
- EIN
- 90-0134602
- Plan number
- 301
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,374,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,374,567
- Total income / additions
- -$47,558,465
- Benefits paid
- $0
- Administrative expenses
- $38,586
- Total expenses
- $38,586
- Net increase / (decrease)
- -$47,597,051
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $38,586 | not reported in the loaded dataset |