2023 Form 5500 filing — United Fire Group 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627163938NAL0022152034001) for United Fire Group 401(K) Plan, reported by United Fire & Casualty Company under EIN 42-0644327 and plan number 004. It reports 1,473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$151.2MReported net assets$151,225,617
Participants1.5K1,473
Provider compensation$389K3 Schedule C row(s)$388,968
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240627163938NAL0022152034001
Plan sponsor
United Fire & Casualty Company
EIN
42-0644327
Plan number
004
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$151.2M total assets
Net assets$151.2MLiabilities$0
Money in vs. money out
Total income / additions$39.2M
Total expenses$29.8M
Benefits paid / distributions$29.6M
Contributions
Employer$3.8M
Participant$11.2M
Full reported line items
Total assets (EOY)
$151,225,617
Total liabilities (EOY)
$0
Net assets (EOY)
$151,225,617
Employer contributions
$3,817,028
Participant contributions
$11,204,896
Total income / additions
$39,249,081
Benefits paid
$29,551,287
Administrative expenses
$277,039
Total expenses
$29,828,359
Net increase / (decrease)
$9,420,722
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $277K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $111.9K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627163938NAL0022152034001 cover?
It is the 2023 Form 5500 filing for United Fire Group 401(K) Plan, reported by United Fire & Casualty Company (EIN 42-0644327).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages