United Employers Association Group Health Plan — Form 5500 plan (United Employers Association)

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 Employers Association Group Health Plan is a benefit plan reported by United Employers Association under EIN 93-0302009 and plan number 503. The latest loaded filing year is 2023. The filing reports 950 participants and $34,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Employers Association
EIN
93-0302009
Plan number
503
Plan type
3
Location
Portland, OR
Latest filing year
2023
Participants
950
End-of-year plan assets
$34,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023950H, C20241015212157NAL0029693265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,487
Total liabilities (EOY)
$12,707
Net assets (EOY)
$21,780
Net assets (BOY)
$25,055

Income & contributions

Total contributions
$0
Total income / additions
$149,591

Expenses & distributions

Benefits paid
$0
Administrative expenses
$152,866
Total expenses
$152,866
Net increase / (decrease)
-$3,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Uea, IncSPONSORING ORGANIZATION$138,084not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$7,319not reported in the loaded dataset2023
Jb Nibley Insurance Inc.NONE$5,063not reported in the loaded dataset2023

Related Form 5500 pages