2023 Form 5500 filing — United Pension 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 20241011120153NAL0010893907001) for United Pension Plan, reported by United Fire & Casualty Co under EIN 42-0644327 and plan number 001. It reports 2,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$263.9MReported net assets$263,906,123
Participants2K2,004
Provider compensation$32.8K2 Schedule C row(s)$32,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011120153NAL0010893907001
Plan sponsor
United Fire & Casualty Co
EIN
42-0644327
Plan number
001
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$263.9M total assets
Net assets$263.9MLiabilities$0
Money in vs. money out
Total income / additions$43.2M
Total expenses$9M
Benefits paid / distributions$8.8M
Full reported line items
Total assets (EOY)
$263,906,123
Total liabilities (EOY)
$0
Net assets (EOY)
$263,906,123
Total income / additions
$43,247,305
Benefits paid
$8,830,974
Administrative expenses
$210,856
Total expenses
$9,041,830
Net increase / (decrease)
$34,205,475
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $3.9K · Indirect $25K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $3.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011120153NAL0010893907001 cover?
It is the 2023 Form 5500 filing for United Pension Plan, reported by United Fire & Casualty Co (EIN 42-0644327).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages