Plan5500

Ub Distributors, LLC Pension Plan — Form 5500 plan (Ub Distributors, LLC)

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, Ub Distributors, LLC Pension Plan is a benefit plan reported by Ub Distributors, LLC under EIN 11-3310559 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $6,766,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ub Distributors, LLC
EIN
11-3310559
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
244
End-of-year plan assets
$6,766,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241014155615NAL0027789233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,766,370
Total liabilities (EOY)
$348
Net assets (EOY)
$6,766,022
Net assets (BOY)
$6,279,053

Income & contributions

Total contributions
$0
Total income / additions
$919,769

Expenses & distributions

Benefits paid
$312,732
Administrative expenses
$120,068
Total expenses
$432,800
Net increase / (decrease)
$486,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tonneson + Co., PcNONE$21,356not reported in the loaded dataset2023
Vanguard Advisors Inc.NONE$17,171$02023
Standard Retirement Services, Inc.NONE$12,500not reported in the loaded dataset2023
Vanguard Fiduciary Trust CompanyNONE$6,201not reported in the loaded dataset2023

Related Form 5500 pages