United Electric Savings Plan — Form 5500 plan (United Electric Company, L.P.)

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 Electric Savings Plan is a benefit plan reported by United Electric Company, L.P. under EIN 75-2680740 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $5,597,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Electric Company, L.P.
EIN
75-2680740
Plan number
001
Plan type
2
Location
Wichita Falls, TX
Latest filing year
2023
Participants
134
End-of-year plan assets
$5,597,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240814150904NAL0011837425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,597,100
Total liabilities (EOY)
$0
Net assets (EOY)
$5,597,100
Net assets (BOY)
$4,391,182

Income & contributions

Employer contributions
$361,525
Participant contributions
$368,425
Total contributions
$729,950
Total income / additions
$1,425,310

Expenses & distributions

Benefits paid
$204,976
Administrative expenses
$8,137
Total expenses
$219,392
Net increase / (decrease)
$1,205,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual InvestmentADVISOR$0$16,5692023
Fidelity Investments InstitutionalRECORDKEEPER$8,137$02023

Related Form 5500 pages