Plan5500

United Group Service Centers, Inc. Private Ownership Plan — Form 5500 plan (United Group Service Centers, 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 Group Service Centers, Inc. Private Ownership Plan is a benefit plan reported by United Group Service Centers, Inc. under EIN 75-2270295 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Group Service Centers, Inc.
EIN
75-2270295
Plan number
001
Plan type
3
Location
Irving, TX
Latest filing year
2023
Participants
171
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20250630100902NAL0028535586001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$13,156,563

Income & contributions

Total contributions
$403
Total income / additions
$170,694

Expenses & distributions

Benefits paid
$2,302,508
Administrative expenses
$136,162
Total expenses
$2,438,670
Net increase / (decrease)
-$2,267,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Whitley Penn LlpACCOUNTING$41,715not reported in the loaded dataset2023
Specialized Association Services, IACCOUNTING$35,000not reported in the loaded dataset2023
United Group Service Centers, IncPLAN SPONSOR$33,437not reported in the loaded dataset2023
Administrative Fiduciary ServicesPLAN ADMINISTRATOR$30,660not reported in the loaded dataset2023
Rpa Financial LLCINVESTMENT ADVISOR$8,528not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$600$02023

Related Form 5500 pages