2023 Form 5500 filing — Ukg Retirement Savings 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 20241014125245NAL0044545408001) for Ukg Retirement Savings Plan, reported by Ukg Inc. under EIN 65-0694077 and plan number 001. It reports 12,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125245NAL0044545408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ukg Inc.
- EIN
- 65-0694077
- Plan number
- 001
- Location
- Weston, FL
- Participants
- 12,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,855,963,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,855,963,007
- Employer contributions
- $58,524,006
- Participant contributions
- $142,107,451
- Total income / additions
- $508,270,472
- Benefits paid
- $195,525,784
- Administrative expenses
- $1,233,035
- Total expenses
- $197,475,411
- Net increase / (decrease)
- $310,795,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,154,342 | $0 |
| Fiducient Advisors LLC | NONE | $70,000 | not reported in the loaded dataset |
| Harter Secrest & Emery Llp | NONE | $5,695 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $3,000 | not reported in the loaded dataset |