Plan5500

First United Corporation Pension Plan — Form 5500 plan (First United Corporation)

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, First United Corporation Pension Plan is a benefit plan reported by First United Corporation under EIN 52-1380770 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $51,504,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First United Corporation
EIN
52-1380770
Plan number
001
Plan type
2
Location
Oakland, MD
Latest filing year
2023
Participants
337
End-of-year plan assets
$51,504,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241010084748NAL0019822913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,504,672
Total liabilities (EOY)
$0
Net assets (EOY)
$51,504,672
Net assets (BOY)
$47,965,392

Income & contributions

Total contributions
$0
Total income / additions
$6,046,193

Expenses & distributions

Benefits paid
$2,103,151
Administrative expenses
$403,762
Total expenses
$2,506,913
Net increase / (decrease)
$3,539,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First United Trust & InvestmentsCOMPANY$320,140not reported in the loaded dataset2023
Cbiz Benefits & Ins Svcs Of MdNONE$40,692not reported in the loaded dataset2023
Sek Cpa'S & AdvisorsNONE$10,578not reported in the loaded dataset2023

Related Form 5500 pages