2023 Form 5500 filing — Union Orthotics & Prosthetics Co 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 20241015134033NAL0014739731006) for Union Orthotics & Prosthetics Co 401(K) Plan, reported by Union Orthotics & Prosthetics Co., LLC under EIN 25-1584030 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,458,189
Participants149
Provider compensation$87.6K5 Schedule C row(s)$87,631
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134033NAL0014739731006
Plan sponsor
Union Orthotics & Prosthetics Co., LLC
EIN
25-1584030
Plan number
002
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$220.1K
Participant$424.5K
Full reported line items
Total assets (EOY)
$11,458,189
Net assets (EOY)
$11,458,189
Employer contributions
$220,144
Participant contributions
$424,536
Total income / additions
$2,337,460
Benefits paid
$2,548,704
Administrative expenses
$68,165
Total expenses
$2,616,869
Net increase / (decrease)
-$279,409
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $34.2K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $11.9K · Indirect $9.6K
  3. 3
    BROKER/ADVISOR · Direct $0 · Indirect $21.4K
  4. 4
    AUDITOR · Direct $9.2K · Indirect $0
  5. 5
    INVESTMENT MGMT · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134033NAL0014739731006 cover?
It is the 2023 Form 5500 filing for Union Orthotics & Prosthetics Co 401(K) Plan, reported by Union Orthotics & Prosthetics Co., LLC (EIN 25-1584030).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages