Plan5500

Utility Workers Union Of America Deferred Compens Plan — Form 5500 plan (Board Of Trustees Of The Uw Of A Deferred Compensation Plan)

Plain-English plan 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, Utility Workers Union Of America Deferred Compens Plan is a benefit plan reported by Board Of Trustees Of The Uw Of A Deferred Compensation Plan under EIN 06-1822042 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $81,227,015 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$81.2MPlan net assets, end of year$81,213,566
Participants501Covered participants reported
Assets / participant$162.1KComputed: assets ÷ participants$162,130 (computed)
Provider compensation$54.7K4 Schedule C provider row(s)$54,724
Plan sponsor
Board Of Trustees Of The Uw Of A Deferred Compensation Plan
EIN
06-1822042
Plan number
001
Plan type
1
Location
Lansing, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    501 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$81.2M total assets
Net assets$81.2MLiabilities$13.4K
Money in vs. money out
Total income / additions$21.5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$4.6M
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$81,227,015
Total liabilities (EOY)
$13,449
Net assets (EOY)
$81,213,566
Net assets (BOY)
$61,806,741

Income & contributions

Employer contributions
$4,625,394
Participant contributions
$4,448,786
Total contributions
$9,074,180
Total income / additions
$21,496,612

Expenses & distributions

Benefits paid
$1,967,347
Administrative expenses
$70,598
Total expenses
$2,089,787
Net increase / (decrease)
$19,406,825
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 51%Participant 49%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Watkins, Pawlick, Calati & Prifiti$22.3K
    NONE · Direct $22.3K
  2. 2
    Calibre Cpa Group Pllc$12K
    NONE · Direct $12K
  3. 3
    Tic International Corporation$10.4K
    NONE · Direct $10.4K
  4. 4
    Marquette Associates, Inc$10K
    NONE · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Utility Workers Union Of America Deferred Compens Plan?
Utility Workers Union Of America Deferred Compens Plan is reported as sponsored by Board Of Trustees Of The Uw Of A Deferred Compensation Plan (EIN 06-1822042, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Utility Workers Union Of America Deferred Compens Plan?
The latest Form 5500 filing year loaded for Utility Workers Union Of America Deferred Compens Plan is 2023.
How many participants does Utility Workers Union Of America Deferred Compens Plan report?
Utility Workers Union Of America Deferred Compens Plan reports 501 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Utility Workers Union Of America Deferred Compens Plan?
Utility Workers Union Of America Deferred Compens Plan reports $81,227,015 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages