Unbound Retirement Plan — Form 5500 plan (Unbound)
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, Unbound Retirement Plan is a benefit plan reported by Unbound under EIN 43-1243999 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $18,758,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unbound
- EIN
- 43-1243999
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $18,758,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240717212328NAL0005221601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,758,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,758,178
- Net assets (BOY)
- $15,093,422
Income & contributions
- Employer contributions
- $696,823
- Participant contributions
- $937,261
- Total contributions
- $1,649,430
- Total income / additions
- $4,427,764
Expenses & distributions
- Benefits paid
- $728,035
- Administrative expenses
- $34,973
- Total expenses
- $763,008
- Net increase / (decrease)
- $3,664,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Freestate Advisors LLC | INVESTMENT ADVISOR | $32,026 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $2,388 | $0 | 2023 |