Plan5500

Ulterra Drilling Technologies, L.P. — 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, Ulterra Drilling Technologies, L.P. (EIN 75-1503097) is a plan sponsor located in Fort Worth, TX 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
75-1503097
Location
Fort Worth, TX
Loaded plans
2
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 Ulterra Drilling Technologies, L.P.

  • 2 loaded plans hold $30.1M in reported assets.
  • The largest, Ulterra 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 902 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.1MSummed across loaded plans$30,129,563
Total reported assets$30.1M$30,129,563
Total reported participants902
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.1M total assets
Net assets$30.1MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.2M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Largest plan share of assets100%Ulterra 401(K) Savings Plan
Participants per plan451Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ulterra 401(K) Savings Plan$30.1M
    Plan #002 · 496 participants · 2023
  2. 2
    Ulterra Drilling Technologies, Lp Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 406 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 Ulterra Drilling Technologies, L.P.. Open one for its full reported snapshot.

  1. 2023
    Ulterra Drilling Technologies, Lp Employee Benefits Plan406 participants · 2No schedules
    View filing →
  2. 2023
    Ulterra 401(K) Savings Plan496 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ulterra Drilling Technologies, L.P. report on Form 5500?
Ulterra Drilling Technologies, L.P. (EIN 75-1503097) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ulterra Drilling Technologies, L.P.?
The Employer Identification Number (EIN) reported for Ulterra Drilling Technologies, L.P. is 75-1503097.
What is the latest Form 5500 filing year for Ulterra Drilling Technologies, L.P.?
The latest loaded Form 5500 filing year for Ulterra Drilling Technologies, L.P. is 2023.

Related Form 5500 pages