2023 Form 5500 filing — Ucar Retirement 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 20241014142551NAL0015099587001) for Ucar Retirement Plan, reported by University Corporation For Atmospheric Research under EIN 84-0412668 and plan number 001. It reports 4,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142551NAL0015099587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Corporation For Atmospheric Research
- EIN
- 84-0412668
- Plan number
- 001
- Location
- Boulder, CO
- Participants
- 4,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,145,684,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,145,684,593
- Employer contributions
- $15,235,311
- Participant contributions
- $14,168,231
- Total income / additions
- $182,674,543
- Benefits paid
- $53,612,465
- Administrative expenses
- $314,614
- Total expenses
- $53,971,314
- Net increase / (decrease)
- $128,703,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $244,056 | $0 |
| Multnomah Group, Inc | NONE | $42,281 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $25,358 | not reported in the loaded dataset |