2023 Form 5500 filing — United Educators Management Company 401(K) Profit Sharing 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 20241011124046NAL0022754225001) for United Educators Management Company 401(K) Profit Sharing Plan, reported by United Educators Management Company under EIN 52-1751521 and plan number 001. It reports 269 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)$69.7MReported net assets$69,661,083

Participants269

Provider compensation$59.9K2 Schedule C row(s)$59,925

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011124046NAL0022754225001
Plan sponsor: United Educators Management Company
EIN: 52-1751521
Plan number: 001
Location: Bethesda, MD
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)$69.7M total assets

Net assets$69.7MLiabilities$0

Money in vs. money out

Total income / additions$17.1M

Total expenses$5M

Benefits paid / distributions$5M

Contributions

Employer$2.6M

Participant$2.8M

Full reported line items

Total assets (EOY): $69,661,083
Total liabilities (EOY): $0
Net assets (EOY): $69,661,083
Employer contributions: $2,592,178
Participant contributions: $2,790,998
Total income / additions: $17,086,132
Benefits paid: $4,976,171
Administrative expenses: $59,925
Total expenses: $5,036,096
Net increase / (decrease): $12,050,036

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$40.7K
RECORDKEEPER · Direct $40.7K · Indirect $0
2
Strategic Advisors, Inc.$19.2K
ADVISOR · Direct $19.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011124046NAL0022754225001 cover?: It is the 2023 Form 5500 filing for United Educators Management Company 401(K) Profit Sharing Plan, reported by United Educators Management Company (EIN 52-1751521).
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).