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, Unison Risk Advisors Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 008. The latest loaded filing year is 2023. The filing reports 727 participants and $3,576,118 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,576,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,576,118
- Net assets (BOY)
- $2,143,162
Income & contributions
- Employer contributions
- $389,340
- Participant contributions
- $799,378
- Total contributions
- $1,191,288
- Total income / additions
- $1,663,978
Expenses & distributions
- Benefits paid
- $174,712
- Administrative expenses
- $56,310
- Total expenses
- $231,022
- Net increase / (decrease)
- $1,432,956