2023 Form 5500 filing — United Petroleum Transports, Inc. Employees 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 20241014153721NAL0027735633001) for United Petroleum Transports, Inc. Employees Savings Plan, reported by United Petroleum Transports, Inc. under EIN 73-0749055 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153721NAL0027735633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Petroleum Transports, Inc.
- EIN
- 73-0749055
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,823,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,823,655
- Employer contributions
- $145,313
- Participant contributions
- $609,991
- Total income / additions
- $1,852,168
- Benefits paid
- $703,345
- Administrative expenses
- $38,847
- Total expenses
- $759,398
- Net increase / (decrease)
- $1,092,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,758 | $0 |
| Argent Retirement Plan Advisors LLC | INVESTMENT ADVISOR | $14,185 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,903 | not reported in the loaded dataset |