Unico Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Unico Group, 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, Unico Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Unico Group, Inc. under EIN 47-0719624 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $19,352,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unico Group, Inc.
EIN
47-0719624
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
161
End-of-year plan assets
$19,352,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240907053052NAL0001138611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,352,681
Total liabilities (EOY)
$0
Net assets (EOY)
$19,352,681
Net assets (BOY)
$18,797,263

Income & contributions

Employer contributions
$411,793
Participant contributions
$1,131,539
Total contributions
$1,759,928
Total income / additions
$4,757,473

Expenses & distributions

Benefits paid
$4,200,735
Administrative expenses
$1,320
Total expenses
$4,202,055
Net increase / (decrease)
$555,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life InsuranceBUNDLED RECORDKEEPER$1,320$02023

Related Form 5500 pages