2023 Form 5500 filing — Ubg 401(K) - Agstate
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 20241007104559NAL0007498979001) for Ubg 401(K) - Agstate, reported by Agstate under EIN 42-0243900 and plan number 030. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007104559NAL0007498979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agstate
- EIN
- 42-0243900
- Plan number
- 030
- Location
- Albert City, IA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,406,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,406,884
- Employer contributions
- $0
- Participant contributions
- $546,253
- Total income / additions
- $2,306,564
- Benefits paid
- $1,080,439
- Administrative expenses
- $17,826
- Total expenses
- $1,101,907
- Net increase / (decrease)
- $1,204,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $12,826 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |