Universal Fidelity Life Insurance Company 401(K) Plan — Form 5500 plan (Universal Fidelity Life Insurance 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, Universal Fidelity Life Insurance Company 401(K) Plan is a benefit plan reported by Universal Fidelity Life Insurance Company under EIN 73-0493220 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $1,155,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Fidelity Life Insurance Company
- EIN
- 73-0493220
- Plan number
- 001
- Plan type
- 2
- Location
- Duncan, OK
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $1,155,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240826113446NAL0009651889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,155,855
- Net assets (EOY)
- $1,155,855
- Net assets (BOY)
- $1,235,202
Income & contributions
- Participant contributions
- $99,074
- Total income / additions
- $228,949
Expenses & distributions
- Benefits paid
- $299,183
- Administrative expenses
- $4,391
- Total expenses
- $308,296
- Net increase / (decrease)
- -$79,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.