Cba Retirement Savings Plan — Form 5500 plan (Universal Instruments Corporation)
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, Cba Retirement Savings Plan is a benefit plan reported by Universal Instruments Corporation under EIN 16-1406305 and plan number 002. The latest loaded filing year is 2023. The filing reports 520 participants and $117,983,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Instruments Corporation
- EIN
- 16-1406305
- Plan number
- 002
- Plan type
- 2
- Location
- Conklin, NY
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $117,983,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20250626140447NAL0020993602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,983,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,983,683
- Net assets (BOY)
- $113,297,060
Income & contributions
- Employer contributions
- $281,324
- Participant contributions
- $1,822,394
- Total contributions
- $3,368,420
- Total income / additions
- $20,235,398
Expenses & distributions
- Benefits paid
- $15,418,660
- Administrative expenses
- $130,115
- Total expenses
- $15,548,775
- Net increase / (decrease)
- $4,686,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,614 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |