2023 Form 5500 filing — Unmb Home Loans Inc. 401(K) Retirement 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 20240801105928NAL0022835153001) for Unmb Home Loans Inc. 401(K) Retirement Plan, reported by Unmb Home Loans Inc. under EIN 11-2590182 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801105928NAL0022835153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unmb Home Loans Inc.
- EIN
- 11-2590182
- Plan number
- 001
- Location
- Levittown, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,350,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,350,323
- Employer contributions
- $172,589
- Participant contributions
- $723,716
- Total income / additions
- $1,910,813
- Benefits paid
- $317,520
- Administrative expenses
- $68,330
- Total expenses
- $385,850
- Net increase / (decrease)
- $1,524,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $41,437 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $22,831 | not reported in the loaded dataset |
| Securities America Inc. | BROKER / ADVISOR | $0 | $20,870 |
| Associated Pension Consultants, Inc | THIRD PARTY ADMINISTRATO | $805 | $3,641 |
| Leafhouse Financial Advisors, LLC | OTHER | $3,641 | not reported in the loaded dataset |