Uctie International Union 401(K) Savings Plan — Form 5500 plan (Uctie International Union)
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, Uctie International Union 401(K) Savings Plan is a benefit plan reported by Uctie International Union under EIN 20-0485151 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,311 participants and $16,653,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uctie International Union
- EIN
- 20-0485151
- Plan number
- 001
- Plan type
- 1
- Location
- Douglaston, NY
- Latest filing year
- 2023
- Participants
- 1,311
- End-of-year plan assets
- $16,653,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,311 | H, C | 20241001114509NAL0011497040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,653,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,653,554
- Net assets (BOY)
- $16,807,698
Income & contributions
- Employer contributions
- $1,410,652
- Participant contributions
- $429,516
- Total contributions
- $1,840,168
- Total income / additions
- $4,156,188
Expenses & distributions
- Benefits paid
- $4,091,189
- Administrative expenses
- $219,143
- Total expenses
- $4,310,332
- Net increase / (decrease)
- -$154,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $157,456 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $121,769 | 2023 |
| Uctie 401k Savings Plan | CONTRACT ADMINISTRATOR | $61,687 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uctie International Union
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Douglaston, NY
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation
- Uctie 401k Savings Plan — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation