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 Partners I LLC 401(K) Saving Plan is a benefit plan reported by Union Partners I LLC under EIN 47-1574790 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,237 participants and $41,715,581 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,715,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,715,581
- Net assets (BOY)
- $29,912,561
Income & contributions
- Employer contributions
- $1,192,802
- Participant contributions
- $2,500,138
- Total contributions
- $4,219,807
- Total income / additions
- $9,196,936
Expenses & distributions
- Benefits paid
- $5,787,616
- Administrative expenses
- $121,794
- Total expenses
- $6,013,233
- Net increase / (decrease)
- $3,183,703