How many benefit plans does United Financial Group report on Form 5500?

United Financial Group (EIN 39-1310134) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for United Financial Group?

The Employer Identification Number (EIN) reported for United Financial Group is 39-1310134.

What is the latest Form 5500 filing year for United Financial Group?

The latest loaded Form 5500 filing year for United Financial Group is 2023.

United Financial Group — 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, United Financial Group (EIN 39-1310134) is a plan sponsor located in Appleton, WI with 1 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: 39-1310134
Location: Appleton, WI
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Financial Group

1 loaded plans.
Plans cover 113 reported participants.
0 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported

Total reported assetsNot reported

Total reported participants113

Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 1 ()

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Participants per plan113Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
United Financial Group, Inc. Employee Benefits Plannot reported in the loaded dataset
Plan #504 · 113 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Financial Group. Open one for its full reported snapshot.

2023
United Financial Group, Inc. Employee Benefits Plan113 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Financial Group report on Form 5500?: United Financial Group (EIN 39-1310134) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Financial Group?: The Employer Identification Number (EIN) reported for United Financial Group is 39-1310134.
What is the latest Form 5500 filing year for United Financial Group?: The latest loaded Form 5500 filing year for United Financial Group is 2023.