2023 Form 5500 filing — Uri Employee'S Retirement Pension 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 20250415163227NAL0003574689001) for Uri Employee'S Retirement Pension Plan, reported by Urban Resource Institute under EIN 11-2561648 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415163227NAL0003574689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban Resource Institute
- EIN
- 11-2561648
- Plan number
- 001
- Location
- New York, NY
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,948,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,948,038
- Employer contributions
- $1,716,990
- Participant contributions
- $0
- Total income / additions
- $3,361,807
- Benefits paid
- $925,532
- Administrative expenses
- $53,470
- Total expenses
- $992,515
- Net increase / (decrease)
- $2,369,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $48,975 | not reported in the loaded dataset |
| Voya | SERVICE PROVIDER | $636 | $5,449 |