United Contractors Midwest, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (United Contractors Midwest, Inc.)
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 Contractors Midwest, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by United Contractors Midwest, Inc. under EIN 37-1409658 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $54,024,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Contractors Midwest, Inc.
- EIN
- 37-1409658
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $54,024,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20240726103118NAL0024198304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,024,493
- Net assets (EOY)
- $54,024,493
- Net assets (BOY)
- $47,610,970
Income & contributions
- Employer contributions
- $833,490
- Participant contributions
- $1,578,408
- Total contributions
- $2,434,164
- Total income / additions
- $10,349,690
Expenses & distributions
- Benefits paid
- $3,815,479
- Administrative expenses
- $120,688
- Total expenses
- $3,936,167
- Net increase / (decrease)
- $6,413,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $60,841 | $0 | 2023 |
| Merrill Lynch Consulting Services | INVESTMENT ADVISOR | $44,647 | $0 | 2023 |
| Kerber, Erk, & Braeckel | AUDITING | $10,400 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $839 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Contractors Midwest, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Merrill Lynch Consulting Services — Schedule C compensation
- Kerber, Erk, & Braeckel — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation