Plan5500

Universal Music Group 401(K) Plan — Form 5500 plan (Umg Recordings, 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, Universal Music Group 401(K) Plan is a benefit plan reported by Umg Recordings, Inc. under EIN 13-2613071 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,645 participants and $1,255,189,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Umg Recordings, Inc.
EIN
13-2613071
Plan number
002
Plan type
2
Location
Santa Monica, CA
Latest filing year
2023
Participants
6,645
End-of-year plan assets
$1,255,189,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,645H, C20241015170135NAL0015130003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,255,189,085
Total liabilities (EOY)
$0
Net assets (EOY)
$1,255,189,085
Net assets (BOY)
$1,041,181,821

Income & contributions

Employer contributions
$37,724,704
Participant contributions
$34,209,240
Total contributions
$75,371,694
Total income / additions
$273,721,997

Expenses & distributions

Benefits paid
$59,317,129
Administrative expenses
$385,032
Total expenses
$59,714,733
Net increase / (decrease)
$214,007,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$255,681$02023
SageviewNONE$81,250not reported in the loaded dataset2023
Farber Hass Hurley LlpNONE$29,600not reported in the loaded dataset2023
Seyfarth Shaw LlpNONE$25,591not reported in the loaded dataset2023

Related Form 5500 pages