2023 Form 5500 filing — United Contractors Midwest, Inc. 401(K) Retirement Savings 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 20240726103118NAL0024198304001) for United Contractors Midwest, Inc. 401(K) Retirement Savings Plan, reported by United Contractors Midwest, Inc. under EIN 37-1409658 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726103118NAL0024198304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Contractors Midwest, Inc.
- EIN
- 37-1409658
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,024,493
- Net assets (EOY)
- $54,024,493
- Employer contributions
- $833,490
- Participant contributions
- $1,578,408
- Total income / additions
- $10,349,690
- Benefits paid
- $3,815,479
- Administrative expenses
- $120,688
- Total expenses
- $3,936,167
- Net increase / (decrease)
- $6,413,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $60,841 | $0 |
| Merrill Lynch Consulting Services | INVESTMENT ADVISOR | $44,647 | $0 |
| Kerber, Erk, & Braeckel | AUDITING | $10,400 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $839 | $0 |