How many benefit plans does Utili-Serve, LLC report on Form 5500?

Utili-Serve, LLC (EIN 26-2847595) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Utili-Serve, LLC?

The Employer Identification Number (EIN) reported for Utili-Serve, LLC is 26-2847595.

What is the latest Form 5500 filing year for Utili-Serve, LLC?

The latest loaded Form 5500 filing year for Utili-Serve, LLC is 2023.

Utili-Serve, LLC — 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, Utili-Serve, LLC (EIN 26-2847595) is a plan sponsor located in Conover, NC 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: 26-2847595
Location: Conover, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,910,441
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,910,441

Contributions & income

Employer contributions: $588,326
Participant contributions: $940,966
Total income / additions: $2,741,041

Expenses & distributions

Benefits paid / distributions: $421,705
Total expenses: $485,700
Net increase / (decrease): $2,255,341

Coverage

Total reported participants: 494
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

Utili-Serve, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Utili-Serve, LLC 401(K) Plan	001	255	$7,910,441	2023
Utili-Serve Welfare Benefit Plan	501	239	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Utili-Serve, LLC
Year	Plan	Participants	Schedules	Filing
2023	Utili-Serve Welfare Benefit Plan	239	—	20240531065538NAL0023191552001
2023	Utili-Serve, LLC 401(K) Plan	255	H, C	20241014033321NAL0014503795001