Union Joints Multiple Employer Plan — Form 5500 plan (Union Joints LLC)
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, Union Joints Multiple Employer Plan is a benefit plan reported by Union Joints LLC under EIN 45-4376515 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $8,544,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Joints LLC
- EIN
- 45-4376515
- Plan number
- 001
- Plan type
- 3
- Location
- Clarkston, MI
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $8,544,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241014091658NAL0025803521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,544,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,544,373
- Net assets (BOY)
- $7,481,686
Income & contributions
- Employer contributions
- $317,673
- Participant contributions
- $602,582
- Total contributions
- $947,262
- Total income / additions
- $2,236,593
Expenses & distributions
- Benefits paid
- $1,118,908
- Administrative expenses
- $65,016
- Total expenses
- $1,173,906
- Net increase / (decrease)
- $1,062,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $56,157 | $1,645 | 2023 |
| Stifel Nicolaus & Co Inc | RIA | $0 | $19,872 | 2023 |
| The Benefit Advantage | TPA | $8,859 | not reported in the loaded dataset | 2023 |