Plan5500

Ucb, Inc. 401(K) Retirement Plan — Form 5500 plan (Ucb Holdings, 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, Ucb, Inc. 401(K) Retirement Plan is a benefit plan reported by Ucb Holdings, Inc. under EIN 13-3010020 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,909 participants and $832,464,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ucb Holdings, Inc.
EIN
13-3010020
Plan number
003
Plan type
2
Location
Smyrna, GA
Latest filing year
2023
Participants
2,909
End-of-year plan assets
$832,464,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,909H, C20240906081720NAL0000458835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$832,464,452
Total liabilities (EOY)
$0
Net assets (EOY)
$832,464,452
Net assets (BOY)
$686,333,942

Income & contributions

Employer contributions
$38,440,260
Participant contributions
$33,659,526
Total contributions
$82,472,026
Total income / additions
$202,426,804

Expenses & distributions

Benefits paid
$55,944,071
Administrative expenses
$244,214
Total expenses
$56,296,294
Net increase / (decrease)
$146,130,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$148,419$02023
Spectrum Investment AdvisorsINVESTMENT/FINANCIAL ADVI$95,794$02023

Related Form 5500 pages