United Benefits Consulting, Inc. Retirement Savings Plan — Form 5500 plan (United Benefits Consulting, 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, United Benefits Consulting, Inc. Retirement Savings Plan is a benefit plan reported by United Benefits Consulting, Inc. under EIN 56-2551817 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,624 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Benefits Consulting, Inc.
- EIN
- 56-2551817
- Plan number
- 002
- Plan type
- 3
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 4,624
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,624 | H, C | 20241003160017NAL0018135520001 |
| 2023 | 4,452 | H, C | 20241003155459NAL0005018803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $37,196,068
Income & contributions
- Employer contributions
- $587,095
- Participant contributions
- $1,458,812
- Total contributions
- $2,806,354
- Total income / additions
- $4,184,111
Expenses & distributions
- Benefits paid
- $918,059
- Administrative expenses
- $165,702
- Total expenses
- $1,185,881
- Net increase / (decrease)
- $2,998,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $225,571 | not reported in the loaded dataset | 2023 |
| Slavic Integrated Administration | TPA | $135,774 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $39,446 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $29,928 | not reported in the loaded dataset | 2023 |