403(B) Thrift Plan Of United Services, Inc. — Form 5500 plan (United Services, Inc.)

Plain-English plan 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, 403(B) Thrift Plan Of United Services, Inc. is a benefit plan reported by United Services, Inc. under EIN 06-0804423 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $6,142,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Services, Inc.
EIN
06-0804423
Plan number
002
Plan type
2
Location
Dayville, CT
Latest filing year
2023
Participants
297
End-of-year plan assets
$6,142,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20241015110836NAL0016203859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,142,057
Total liabilities (EOY)
$0
Net assets (EOY)
$6,142,057
Net assets (BOY)
$5,642,166

Income & contributions

Employer contributions
$150,620
Participant contributions
$168,085
Total contributions
$328,776
Total income / additions
$1,109,705

Expenses & distributions

Benefits paid
$609,025
Administrative expenses
$789
Total expenses
$609,814
Net increase / (decrease)
$499,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$789$02023

Related Form 5500 pages