Union College Retirement Plan — Form 5500 plan (Union College Kentucky)
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, Union College Retirement Plan is a benefit plan reported by Union College Kentucky under EIN 61-0461768 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $17,819,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union College Kentucky
- EIN
- 61-0461768
- Plan number
- 001
- Plan type
- 2
- Location
- Barbourville, KY
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $17,819,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241010151720NAL0020410817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,819,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,819,798
- Net assets (BOY)
- $16,508,471
Income & contributions
- Employer contributions
- $61,154
- Participant contributions
- $245,627
- Total contributions
- $306,781
- Total income / additions
- $2,311,485
Expenses & distributions
- Benefits paid
- $976,578
- Administrative expenses
- $39,036
- Total expenses
- $1,015,614
- Net increase / (decrease)
- $1,295,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $18,334 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | NONE | $8,030 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset | 2023 |
| Tiaa Teachers Insurance And Annuity | NONE | $4,585 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union College Kentucky
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Barbourville, KY
- Two West Capital Advisors — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation
- Tiaa Teachers Insurance And Annuity — Schedule C compensation