United Fire Protection Corporation 401(K) Plan — Form 5500 plan (United Fire Protection 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, United Fire Protection Corporation 401(K) Plan is a benefit plan reported by United Fire Protection Corporation under EIN 22-2882889 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $12,912,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Fire Protection Corporation
- EIN
- 22-2882889
- Plan number
- 001
- Plan type
- 2
- Location
- Kenilworth, NJ
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $12,912,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241015130621NAL0049529216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,912,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,912,499
- Net assets (BOY)
- $10,316,308
Income & contributions
- Employer contributions
- $223,982
- Participant contributions
- $742,902
- Total contributions
- $966,884
- Total income / additions
- $3,037,601
Expenses & distributions
- Benefits paid
- $406,900
- Administrative expenses
- $29,772
- Total expenses
- $441,410
- Net increase / (decrease)
- $2,596,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,440 | $0 | 2023 |
| M Holdings Securities Inc | BROKER/ADVISER | $0 | $18,458 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,332 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Fire Protection Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Kenilworth, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- M Holdings Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation