2023 Form 5500 filing — United Employers Association Group Health 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 20241015212157NAL0029693265001) for United Employers Association Group Health Plan, reported by United Employers Association under EIN 93-0302009 and plan number 503. It reports 950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015212157NAL0029693265001
Filing year
2023
Form type
3
Plan sponsor
United Employers Association
EIN
93-0302009
Plan number
503
Location
Portland, OR
Participants
950
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,487
Total liabilities (EOY)
$12,707
Net assets (EOY)
$21,780
Total income / additions
$149,591
Benefits paid
$0
Administrative expenses
$152,866
Total expenses
$152,866
Net increase / (decrease)
-$3,275
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Uea, IncSPONSORING ORGANIZATION$138,084not reported in the loaded dataset
Withumsmith+Brown, PcNONE$7,319not reported in the loaded dataset
Jb Nibley Insurance Inc.NONE$5,063not reported in the loaded dataset

Related Form 5500 pages