2023 Form 5500 filing — United Facilities, Inc. Retirement Plan No. 004-86
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 20241007131455NAL0026191136001) for United Facilities, Inc. Retirement Plan No. 004-86, reported by United Facilities, Inc. under EIN 37-0702793 and plan number 004. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131455NAL0026191136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Facilities, Inc.
- EIN
- 37-0702793
- Plan number
- 004
- Location
- East Peoria, IL
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,498,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,498,919
- Employer contributions
- $706,313
- Participant contributions
- $1,167,674
- Total income / additions
- $6,644,755
- Benefits paid
- $1,233,234
- Administrative expenses
- $68,196
- Total expenses
- $1,301,430
- Net increase / (decrease)
- $5,343,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $68,196 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |