Ukg Retirement Savings Plan — Form 5500 plan (Ukg 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, Ukg Retirement Savings Plan is a benefit plan reported by Ukg Inc. under EIN 65-0694077 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,994 participants and $1,855,963,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ukg Inc.
- EIN
- 65-0694077
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, FL
- Latest filing year
- 2023
- Participants
- 12,994
- End-of-year plan assets
- $1,855,963,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,994 | H, C | 20241014125245NAL0044545408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,855,963,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,855,963,007
- Net assets (BOY)
- $1,545,167,946
Income & contributions
- Employer contributions
- $58,524,006
- Participant contributions
- $142,107,451
- Total contributions
- $221,302,141
- Total income / additions
- $508,270,472
Expenses & distributions
- Benefits paid
- $195,525,784
- Administrative expenses
- $1,233,035
- Total expenses
- $197,475,411
- Net increase / (decrease)
- $310,795,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,154,342 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery Llp | NONE | $5,695 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ukg Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Weston, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation
- Qdro Consultants — Schedule C compensation