2023 Form 5500 filing — Ub Distributors, LLC Pension 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 20241014155615NAL0027789233001) for Ub Distributors, LLC Pension Plan, reported by Ub Distributors, LLC under EIN 11-3310559 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155615NAL0027789233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ub Distributors, LLC
- EIN
- 11-3310559
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,766,370
- Total liabilities (EOY)
- $348
- Net assets (EOY)
- $6,766,022
- Total income / additions
- $919,769
- Benefits paid
- $312,732
- Administrative expenses
- $120,068
- Total expenses
- $432,800
- Net increase / (decrease)
- $486,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tonneson + Co., Pc | NONE | $21,356 | not reported in the loaded dataset |
| Vanguard Advisors Inc. | NONE | $17,171 | $0 |
| Standard Retirement Services, Inc. | NONE | $12,500 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $6,201 | not reported in the loaded dataset |