2023 Form 5500 filing — Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust
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 20240724123134NAL0007431443001) for Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust, reported by Union Mutual Fire Insurance Company under EIN 03-0163640 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724123134NAL0007431443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Mutual Fire Insurance Company
- EIN
- 03-0163640
- Plan number
- 002
- Location
- Montpelier, VT
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,152,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,152,119
- Employer contributions
- $1,050,071
- Participant contributions
- $806,707
- Total income / additions
- $6,306,615
- Benefits paid
- $2,783,547
- Administrative expenses
- $62,504
- Total expenses
- $2,846,051
- Net increase / (decrease)
- $3,460,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $62,504 | $897 |