2023 Form 5500 filing — Utah Manufacturers Association Mep 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 20241014115427NAL0013235859001) for Utah Manufacturers Association Mep 401(K) Plan, reported by Utah Manufacturers Association under EIN 87-0187660 and plan number 333. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115427NAL0013235859001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Utah Manufacturers Association
- EIN
- 87-0187660
- Plan number
- 333
- Location
- Murray, UT
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,597,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,597,747
- Employer contributions
- $888,458
- Participant contributions
- $1,931,194
- Total income / additions
- $5,953,978
- Benefits paid
- $12,390,772
- Administrative expenses
- $153,122
- Total expenses
- $12,543,894
- Net increase / (decrease)
- -$6,589,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $66,576 | $0 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $41,937 | not reported in the loaded dataset |
| Dwc - The 401(K) Experts | RECORDKEEPER | $24,381 | $403 |
| National Benefit Services | RECORDKEEPER | $19,834 | $0 |
| Jones Simkins | AUDIT | $9,657 | not reported in the loaded dataset |