2023 Form 5500 filing — Udr, Inc. 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 20240919103956NAL0010291632001) for Udr, Inc. 401(K) Plan, reported by Udr, Inc. And Its Affiliated Companies under EIN 54-0857512 and plan number 002. It reports 1,656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919103956NAL0010291632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Udr, Inc. And Its Affiliated Companies
- EIN
- 54-0857512
- Plan number
- 002
- Location
- Highlands Ranch, CO
- Participants
- 1,656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,232,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,232,147
- Employer contributions
- $2,128,420
- Participant contributions
- $6,647,022
- Total income / additions
- $26,233,225
- Benefits paid
- $5,976,012
- Administrative expenses
- $172,828
- Total expenses
- $6,164,214
- Net increase / (decrease)
- $20,069,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $113,372 | $0 |
| Cook Street Consulting Inc. | INVESTMENT ADVISOR | $43,456 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset |