2023 Form 5500 filing — Union Partners I LLC 401(K) Saving 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 20250404142343NAL0018492560001) for Union Partners I LLC 401(K) Saving Plan, reported by Union Partners I LLC under EIN 47-1574790 and plan number 001. It reports 1,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404142343NAL0018492560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Partners I LLC
- EIN
- 47-1574790
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,715,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,715,581
- Employer contributions
- $1,192,802
- Participant contributions
- $2,500,138
- Total income / additions
- $9,196,936
- Benefits paid
- $5,787,616
- Administrative expenses
- $121,794
- Total expenses
- $6,013,233
- Net increase / (decrease)
- $3,183,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $76,283 | $0 |
| Forest Capital Management LLC | INVESTMENT ADVISOR | $45,511 | not reported in the loaded dataset |