The United Collection Bureau, Inc. Savings Plan And Trust — Form 5500 plan (United Collection Bureau, Inc. And Subsidiaries)
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, The United Collection Bureau, Inc. Savings Plan And Trust is a benefit plan reported by United Collection Bureau, Inc. And Subsidiaries under EIN 34-4479789 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $8,515,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Collection Bureau, Inc. And Subsidiaries
- EIN
- 34-4479789
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $8,515,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20240827150638NAL0006174547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,515,259
- Total liabilities (EOY)
- $14,069
- Net assets (EOY)
- $8,501,190
- Net assets (BOY)
- $7,043,463
Income & contributions
- Employer contributions
- $63,305
- Participant contributions
- $662,511
- Total contributions
- $725,816
- Total income / additions
- $2,125,054
Expenses & distributions
- Benefits paid
- $626,402
- Administrative expenses
- $40,925
- Total expenses
- $667,327
- Net increase / (decrease)
- $1,457,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Venture Visionary Partners LLC | INVESTMENT ADVISOR | $19,100 | not reported in the loaded dataset | 2023 |
| Mira + Kolena Ltd | AUDITOR | $18,086 | $0 | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,739 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Collection Bureau, Inc. And Subsidiaries
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Venture Visionary Partners LLC — Schedule C compensation
- Mira + Kolena Ltd — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation