University Research Co., LLC Employee Retirement Plan — Form 5500 plan (University Research Co., 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, University Research Co., LLC Employee Retirement Plan is a benefit plan reported by University Research Co., LLC under EIN 52-0939806 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $40,085,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Research Co., LLC
- EIN
- 52-0939806
- Plan number
- 001
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $40,085,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241002130223NAL0008806897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,085,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,085,055
- Net assets (BOY)
- $35,914,745
Income & contributions
- Employer contributions
- $854,963
- Participant contributions
- $1,249,818
- Total contributions
- $2,140,377
- Total income / additions
- $7,969,025
Expenses & distributions
- Benefits paid
- $3,709,865
- Administrative expenses
- $88,850
- Total expenses
- $3,798,715
- Net increase / (decrease)
- $4,170,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Luts And Greenleigh Group | ADVISOR | $74,219 | not reported in the loaded dataset | 2023 |
| Rubino And Company | ACCOUNTANT/AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,869 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Research Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Chevy Chase, MD
- The Luts And Greenleigh Group — Schedule C compensation
- Rubino And Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation