2023 Form 5500 filing — United Biologics, LLC 401(K) 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 20241011160841NAL0011160675001) for United Biologics, LLC 401(K) Plan, reported by United Biologics, LLC D/B/A United Allergy Services under EIN 27-1026885 and plan number 001. It reports 400 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)$5.4MReported net assets$5,386,644
Participants400
Provider compensation$31K2 Schedule C row(s)$31,002
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011160841NAL0011160675001
Plan sponsor
United Biologics, LLC D/B/A United Allergy Services
EIN
27-1026885
Plan number
001
Location
San Antonio, TX
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$669.2K
Benefits paid / distributions$661.1K
Contributions
Employer$108K
Participant$661.7K
Full reported line items
Total assets (EOY)
$5,386,644
Total liabilities (EOY)
$0
Net assets (EOY)
$5,386,644
Employer contributions
$108,034
Participant contributions
$661,675
Total income / additions
$1,589,061
Benefits paid
$661,139
Administrative expenses
$8,021
Total expenses
$669,160
Net increase / (decrease)
$919,901
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $23K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011160841NAL0011160675001 cover?
It is the 2023 Form 5500 filing for United Biologics, LLC 401(K) Plan, reported by United Biologics, LLC D/B/A United Allergy Services (EIN 27-1026885).
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