The United Company Retirement Plan — Form 5500 plan (The United Company)
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, The United Company Retirement Plan is a benefit plan reported by The United Company under EIN 54-1120913 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $39,226,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The United Company
- EIN
- 54-1120913
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, VA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $39,226,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241010175723NAL0011797971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,226,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,226,042
- Net assets (BOY)
- $35,530,808
Income & contributions
- Employer contributions
- $454,198
- Participant contributions
- $1,083,620
- Total contributions
- $2,251,129
- Total income / additions
- $7,847,829
Expenses & distributions
- Benefits paid
- $4,038,147
- Administrative expenses
- $114,448
- Total expenses
- $4,152,595
- Net increase / (decrease)
- $3,695,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retire Ins & Annuity Co | THIRD PARTY ADMINISTRATOR | $114,320 | $0 | 2023 |
| Pruco Securities, LLC | INVESTMENT MANAGER | $0 | $26,817 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $1,100 | $0 | 2023 |
| The Prudential Ins Co Of America | THIRD PARTY ADMINISTRATOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The United Company
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Bristol, VA
- Prudential Retire Ins & Annuity Co — Schedule C compensation
- Pruco Securities, LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- The Prudential Ins Co Of America — Schedule C compensation