Utica First Insurance Company Employees Retirement & Savings Plan — Form 5500 plan (Utica First Insurance Company)
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, Utica First Insurance Company Employees Retirement & Savings Plan is a benefit plan reported by Utica First Insurance Company under EIN 15-0476540 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $22,415,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utica First Insurance Company
- EIN
- 15-0476540
- Plan number
- 002
- Plan type
- 2
- Location
- Oriskany, NY
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $22,415,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241014115839NAL0045868944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,415,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,415,700
- Net assets (BOY)
- $18,996,806
Income & contributions
- Employer contributions
- $755,574
- Participant contributions
- $900,451
- Total contributions
- $1,677,126
- Total income / additions
- $4,893,671
Expenses & distributions
- Benefits paid
- $1,366,807
- Administrative expenses
- $107,970
- Total expenses
- $1,474,777
- Net increase / (decrease)
- $3,418,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Financial Services | INVESTMENT ADVISORY | $69,142 | $20 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,819 | $0 | 2023 |