United Retiree Welfare Benefit Plan — Form 5500 plan (United Electric Co-Op Plan Trust)
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 Retiree Welfare Benefit Plan is a benefit plan reported by United Electric Co-Op Plan Trust under EIN 90-6280120 and plan number 526. The latest loaded filing year is 2023. The filing reports 115 participants and $30,645,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Electric Co-Op Plan Trust
- EIN
- 90-6280120
- Plan number
- 526
- Plan type
- 2
- Location
- Burleson, TX
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $30,645,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | I | 20240911150012NAL0012179872002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,645,409
- Net assets (EOY)
- $30,645,409
- Net assets (BOY)
- $26,131,989
Income & contributions
- Employer contributions
- $350,947
- Total income / additions
- $4,929,154
Expenses & distributions
- Benefits paid
- $350,947
- Administrative expenses
- $64,787
- Total expenses
- $415,734
- Net increase / (decrease)
- $4,513,420
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.