2023 Form 5500 filing — University Research Co., LLC Employee 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 20241002130223NAL0008806897001) for University Research Co., LLC Employee Retirement Plan, reported by University Research Co., LLC under EIN 52-0939806 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130223NAL0008806897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Research Co., LLC
- EIN
- 52-0939806
- Plan number
- 001
- Location
- Chevy Chase, MD
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,085,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,085,055
- Employer contributions
- $854,963
- Participant contributions
- $1,249,818
- Total income / additions
- $7,969,025
- Benefits paid
- $3,709,865
- Administrative expenses
- $88,850
- Total expenses
- $3,798,715
- Net increase / (decrease)
- $4,170,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Luts And Greenleigh Group | ADVISOR | $74,219 | not reported in the loaded dataset |
| Rubino And Company | ACCOUNTANT/AUDITOR | $17,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,869 | $0 |