Unigroup, C.A. Resources For Employees' Leisure Years Plan — Form 5500 plan (Unigroup C.A.)

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, Unigroup, C.A. Resources For Employees' Leisure Years Plan is a benefit plan reported by Unigroup C.A. under EIN 43-0561790 and plan number 002. The latest loaded filing year is 2023. The filing reports 972 participants and $113,847,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unigroup C.A.
EIN
43-0561790
Plan number
002
Plan type
2
Location
Fenton, MO
Latest filing year
2023
Participants
972
End-of-year plan assets
$113,847,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023972H, C20241014095010NAL0013084739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,847,350
Total liabilities (EOY)
$6
Net assets (EOY)
$113,847,344
Net assets (BOY)
$105,068,611

Income & contributions

Employer contributions
$1,335,457
Participant contributions
$3,830,242
Total contributions
$5,601,037
Total income / additions
$25,035,942

Expenses & distributions

Benefits paid
$16,208,217
Administrative expenses
$47,593
Total expenses
$16,257,209
Net increase / (decrease)
$8,778,733

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Honkamp,P.C.ACCOUNTANT/AUDITOR$46,225not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$22,807not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$21,439$02023

Related Form 5500 pages