2023 Form 5500 filing — United Group Service Centers, Inc. Private Ownership 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 20250630100902NAL0028535586001) for United Group Service Centers, Inc. Private Ownership Plan, reported by United Group Service Centers, Inc. under EIN 75-2270295 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630100902NAL0028535586001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Group Service Centers, Inc.
- EIN
- 75-2270295
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $170,694
- Benefits paid
- $2,302,508
- Administrative expenses
- $136,162
- Total expenses
- $2,438,670
- Net increase / (decrease)
- -$2,267,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Whitley Penn Llp | ACCOUNTING | $41,715 | not reported in the loaded dataset |
| Specialized Association Services, I | ACCOUNTING | $35,000 | not reported in the loaded dataset |
| United Group Service Centers, Inc | PLAN SPONSOR | $33,437 | not reported in the loaded dataset |
| Administrative Fiduciary Services | PLAN ADMINISTRATOR | $30,660 | not reported in the loaded dataset |
| Rpa Financial LLC | INVESTMENT ADVISOR | $8,528 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $600 | $0 |