2023 Form 5500 filing — Fixed Income Fund

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 20241015192241NAL0015313011001) for Fixed Income Fund, reported by Ul LLC under EIN 93-3893528 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015192241NAL0015313011001
Filing year
2023
Form type
4
Plan sponsor
Ul LLC
EIN
93-3893528
Plan number
001
Location
Northbrook, IL
Participants
not reported in the loaded dataset
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$107,850,717
Total liabilities (EOY)
$944,000
Net assets (EOY)
$106,906,717
Total income / additions
$2,702,750
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$2,702,750
Schedule source
Schedule H

Related Form 5500 pages