Unity International Group 401(K) Plan — Form 5500 plan (Unity Electric Company, 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, Unity International Group 401(K) Plan is a benefit plan reported by Unity Electric Company, Inc. under EIN 13-2932294 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $9,723,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity Electric Company, Inc.
EIN
13-2932294
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
274
End-of-year plan assets
$9,723,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241009145408NAL0019481249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,723,292
Total liabilities (EOY)
$0
Net assets (EOY)
$9,723,292
Net assets (BOY)
$8,667,249

Income & contributions

Participant contributions
$294,590
Total contributions
$294,590
Total income / additions
$2,126,261

Expenses & distributions

Benefits paid
$1,022,333
Administrative expenses
$31,218
Total expenses
$1,070,218
Net increase / (decrease)
$1,056,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$15,925not reported in the loaded dataset2023
Milliman Advisors LLCNONE$9,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$6,293$02023

Related Form 5500 pages