Plan5500

Union Orthotics & Prosthetics Co 401(K) Plan — Form 5500 plan (Union Orthotics & Prosthetics Co., LLC)

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, Union Orthotics & Prosthetics Co 401(K) Plan is a benefit plan reported by Union Orthotics & Prosthetics Co., LLC under EIN 25-1584030 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $11,458,189 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,458,189
Participants149Covered participants reported
Assets / participant$76.9KComputed: assets ÷ participants$76,901 (computed)
Provider compensation$87.6K5 Schedule C provider row(s)$87,631
Plan sponsor
Union Orthotics & Prosthetics Co., LLC
EIN
25-1584030
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    149 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities—
Money in vs. money out
Total income / additions$2.3M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$220.1K
Participant$424.5K
Full reported line items

Net assets

Total assets (EOY)
$11,458,189
Net assets (EOY)
$11,458,189
Net assets (BOY)
$11,737,598

Income & contributions

Employer contributions
$220,144
Participant contributions
$424,536
Total contributions
$657,402
Total income / additions
$2,337,460

Expenses & distributions

Benefits paid
$2,548,704
Administrative expenses
$68,165
Total expenses
$2,616,869
Net increase / (decrease)
-$279,409
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income109%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$34.2K
    RECORDKEEPER · Direct $34.2K · Indirect $0
  2. 2
    Definiti LLC$21.5K
    CONTRACT ADMIN · Direct $11.9K · Indirect $9.6K
  3. 3
    Cetera Advisor Networks LLC$21.4K
    BROKER/ADVISOR · Direct $0 · Indirect $21.4K
  4. 4
    Ruzomberka Holland Renk Smith Inc$9.2K
    AUDITOR · Direct $9.2K · Indirect $0
  5. 5
    Empower Advisory Group LLC$1.5K
    INVESTMENT MGMT · Direct $1.5K · Indirect $0

Related Form 5500 pages