Ub Foundation Activities, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ub Foundation Activities, Inc. (EIN 16-1372561) is a plan sponsor located in Buffalo, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1372561
Location
Buffalo, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$104,965,532
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$104,965,532

Contributions & income

Employer contributions
$1,741,890
Participant contributions
$2,440,698
Total income / additions
$18,676,378

Expenses & distributions

Benefits paid / distributions
$6,469,845
Total expenses
$6,584,143
Net increase / (decrease)
$12,092,235

Coverage

Total reported participants
1,506
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ub Foundation Activities, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ub Foundation Activities, Inc. Retirement Plan0011,246$104,965,5322023
Ub Foundation Activities, Inc. Health Insurance Plan501260not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ub Foundation Activities, Inc.
YearPlanParticipantsSchedulesFiling
2023Ub Foundation Activities, Inc. Health Insurance Plan26020240315085539NAL0000194291001
2023Ub Foundation Activities, Inc. Retirement Plan1,246H, C20240925085948NAL0028568386001

Related Form 5500 pages