Plan5500

Ucar Retirement Plan — Form 5500 plan (University Corporation For Atmospheric Research)

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, Ucar Retirement Plan is a benefit plan reported by University Corporation For Atmospheric Research under EIN 84-0412668 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,315 participants and $1,145,684,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Corporation For Atmospheric Research
EIN
84-0412668
Plan number
001
Plan type
2
Location
Boulder, CO
Latest filing year
2023
Participants
4,315
End-of-year plan assets
$1,145,684,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,315H, C20241014142551NAL0015099587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,145,684,593
Total liabilities (EOY)
$0
Net assets (EOY)
$1,145,684,593
Net assets (BOY)
$1,016,981,364

Income & contributions

Employer contributions
$15,235,311
Participant contributions
$14,168,231
Total contributions
$36,628,330
Total income / additions
$182,674,543

Expenses & distributions

Benefits paid
$53,612,465
Administrative expenses
$314,614
Total expenses
$53,971,314
Net increase / (decrease)
$128,703,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$244,056$02023
Multnomah Group, IncNONE$42,281not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$25,358not reported in the loaded dataset2023

Related Form 5500 pages