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

United Group Insurance Trust (EIN 91-1879291) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for United Group Insurance Trust?

The Employer Identification Number (EIN) reported for United Group Insurance Trust is 91-1879291.

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

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

United Group Insurance Trust — 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 Group Insurance Trust (EIN 91-1879291) is a plan sponsor located in Pleasant Hill, CA 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: 91-1879291
Location: Pleasant Hill, CA
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 Group Insurance Trust

1 loaded plans hold $132.7K in reported assets.
The largest, United Group Insurance Trust Consolidated Welfare Benefit Plan, holds 100% of this company's reported plan assets.
Plans cover 1,567 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.7KSummed across loaded plans$14,669

Total reported assets$132.7K$132,713

Total reported participants1.6K1,567

Total reported liabilities$118K$118,044

Reported net position

Reported assets = net assets + liabilities (summed)$132.7K total assets

Net assets$14.7KLiabilities$118K

Contributions & income

Employer contributions$1.4M

Participant contributions$3.8K

Total income / additions$1.4M

Expenses & distributions

Benefits paid / distributions$1.4M

Total expenses$1.4M

Net increase / (decrease)$15.3K

Data coverage

Plans with financial statements1 / 1 (100%)

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

Largest plan share of assets100%United Group Insurance Trust Consolidated Welfare Benefit Plan

Participants per plan1,567Average 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 Group Insurance Trust Consolidated Welfare Benefit Plan$132.7K
Plan #501 · 1,567 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 Group Insurance Trust. Open one for its full reported snapshot.

2023
United Group Insurance Trust Consolidated Welfare Benefit Plan1,567 participants · 4Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Group Insurance Trust report on Form 5500?: United Group Insurance Trust (EIN 91-1879291) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Group Insurance Trust?: The Employer Identification Number (EIN) reported for United Group Insurance Trust is 91-1879291.
What is the latest Form 5500 filing year for United Group Insurance Trust?: The latest loaded Form 5500 filing year for United Group Insurance Trust is 2023.