2023 Form 5500 filing — United Insurance Management, Lc 401(K) Profit Sharing 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 20241023143738NAL0002772259001) for United Insurance Management, Lc 401(K) Profit Sharing Plan, reported by United Insurance Management, Lc under EIN 59-3562047 and plan number 001. It reports 436 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)$22.2MReported net assets$22,222,623
Participants436
Provider compensation$25.7K1 Schedule C row(s)$25,677
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241023143738NAL0002772259001
Plan sponsor
United Insurance Management, Lc
EIN
59-3562047
Plan number
001
Location
St. Petersburg, FL
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)$22.2M total assets
Net assets$22.2MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$4.9M
Benefits paid / distributions$4.8M
Contributions
Employer$636.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$22,222,623
Total liabilities (EOY)
$0
Net assets (EOY)
$22,222,623
Employer contributions
$636,479
Participant contributions
$1,130,934
Total income / additions
$5,495,850
Benefits paid
$4,849,994
Administrative expenses
$25,677
Total expenses
$4,875,671
Net increase / (decrease)
$620,179
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241023143738NAL0002772259001 cover?
It is the 2023 Form 5500 filing for United Insurance Management, Lc 401(K) Profit Sharing Plan, reported by United Insurance Management, Lc (EIN 59-3562047).
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