Uri Employee'S Retirement Pension Plan — Form 5500 plan (Urban Resource Institute)
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, Uri Employee'S Retirement Pension Plan is a benefit plan reported by Urban Resource Institute under EIN 11-2561648 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $15,948,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urban Resource Institute
- EIN
- 11-2561648
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $15,948,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250415163227NAL0003574689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,948,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,948,038
- Net assets (BOY)
- $13,578,746
Income & contributions
- Employer contributions
- $1,716,990
- Participant contributions
- $0
- Total contributions
- $1,716,990
- Total income / additions
- $3,361,807
Expenses & distributions
- Benefits paid
- $925,532
- Administrative expenses
- $53,470
- Total expenses
- $992,515
- Net increase / (decrease)
- $2,369,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $48,975 | not reported in the loaded dataset | 2023 |
| Voya | SERVICE PROVIDER | $636 | $5,449 | 2023 |