Plan5500

United Center Joint Venture 401k And Supplemental Retirement Plan — Form 5500 plan (United Center Joint Venture)

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 Center Joint Venture 401k And Supplemental Retirement Plan is a benefit plan reported by United Center Joint Venture under EIN 36-3676920 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $20,133,556 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.1MPlan net assets, end of year$20,133,556
Participants428Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$47,041 (computed)
Provider compensation$28.8K2 Schedule C provider row(s)$28,844
Plan sponsor
United Center Joint Venture
EIN
36-3676920
Plan number
001
Plan type
2
Location
Chicago, IL
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
    428 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)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$879.9K
Benefits paid / distributions$851.1K
Contributions
Employer$856.2K
Participant$938.6K
Full reported line items

Net assets

Total assets (EOY)
$20,133,556
Total liabilities (EOY)
$0
Net assets (EOY)
$20,133,556
Net assets (BOY)
$16,615,895

Income & contributions

Employer contributions
$856,238
Participant contributions
$938,636
Total contributions
$1,872,094
Total income / additions
$4,397,559

Expenses & distributions

Benefits paid
$851,054
Administrative expenses
$28,844
Total expenses
$879,898
Net increase / (decrease)
$3,517,661
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 48%Participant 52%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Empower Annuity Ins. Co America$25.7K
    RECORDKEEPER · Direct $25.7K · Indirect $0
  2. 2
    Onedigital Investment Advisors,LLC$3.1K
    INVESTMENT ADVISOR · Direct $3.1K

Related Form 5500 pages