2023 Form 5500 filing — Universal Music Group 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 20241015170135NAL0015130003001) for Universal Music Group 401(K) Plan, reported by Umg Recordings, Inc. under EIN 13-2613071 and plan number 002. It reports 6,645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170135NAL0015130003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umg Recordings, Inc.
- EIN
- 13-2613071
- Plan number
- 002
- Location
- Santa Monica, CA
- Participants
- 6,645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,255,189,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,255,189,085
- Employer contributions
- $37,724,704
- Participant contributions
- $34,209,240
- Total income / additions
- $273,721,997
- Benefits paid
- $59,317,129
- Administrative expenses
- $385,032
- Total expenses
- $59,714,733
- Net increase / (decrease)
- $214,007,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $255,681 | $0 |
| Sageview | NONE | $81,250 | not reported in the loaded dataset |
| Farber Hass Hurley Llp | NONE | $29,600 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $25,591 | not reported in the loaded dataset |