Retirement4contractors Pooled Employer Plan — Form 5500 plan (United Workers Retirement Plan, 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, Retirement4contractors Pooled Employer Plan is a benefit plan reported by United Workers Retirement Plan, Inc. under EIN 87-3318230 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $17,586,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Workers Retirement Plan, Inc.
- EIN
- 87-3318230
- Plan number
- 001
- Plan type
- 3
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $17,586,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20250225123353NAL0010834449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,586,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,586,520
- Net assets (BOY)
- $1,690,689
Income & contributions
- Employer contributions
- $1,301,129
- Participant contributions
- $655,722
- Total contributions
- $1,968,217
- Total income / additions
- $3,208,455
Expenses & distributions
- Benefits paid
- $1,967,494
- Administrative expenses
- $161,948
- Total expenses
- $2,147,637
- Net increase / (decrease)
- $1,060,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $95,583 | $0 | 2023 |
| Mgks | NONE | $33,077 | not reported in the loaded dataset | 2023 |
| United Workers Retirement | NONE | $20,568 | not reported in the loaded dataset | 2023 |
| Retirement Plan Advisors | NONE | $11,619 | not reported in the loaded dataset | 2023 |
| Chek Tan And Company | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Workers Retirement Plan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Epic Retirement Plan Services — Schedule C compensation
- Mgks — Schedule C compensation
- United Workers Retirement — Schedule C compensation
- Retirement Plan Advisors — Schedule C compensation
- Chek Tan And Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation