2023 Form 5500 filing — United Electric 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 20240814150904NAL0011837425001) for United Electric Savings Plan, reported by United Electric Company, L.P. under EIN 75-2680740 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814150904NAL0011837425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Electric Company, L.P.
- EIN
- 75-2680740
- Plan number
- 001
- Location
- Wichita Falls, TX
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,597,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,597,100
- Employer contributions
- $361,525
- Participant contributions
- $368,425
- Total income / additions
- $1,425,310
- Benefits paid
- $204,976
- Administrative expenses
- $8,137
- Total expenses
- $219,392
- Net increase / (decrease)
- $1,205,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $16,569 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,137 | $0 |