2023 Form 5500 filing — The United Group Of Companies, Inc. Employee Savings Trust
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 20250702082301NAL0013380993001) for The United Group Of Companies, Inc. Employee Savings Trust, reported by United Payroll, LLC under EIN 14-1833429 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702082301NAL0013380993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Payroll, LLC
- EIN
- 14-1833429
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,555,190
- Net assets (EOY)
- $12,555,190
- Employer contributions
- $321,904
- Participant contributions
- $597,697
- Total income / additions
- $3,726,274
- Benefits paid
- $1,675,366
- Administrative expenses
- $15,563
- Total expenses
- $1,690,929
- Net increase / (decrease)
- $2,035,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | THIRD PARTY ADMINISTRATOR | $0 | $5,631 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $5,625 |
| Morningstar | INVESTMENT ADVISORY (PLAN | $217 | $2,812 |
| Intac Actuarial Services | THIRD PARTY ADMINSTRATOR | $2,250 | $0 |