The United Group Of Companies, Inc. Employee Savings Trust — Form 5500 plan (United Payroll, LLC)
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, The United Group Of Companies, Inc. Employee Savings Trust is a benefit plan reported by United Payroll, LLC under EIN 14-1833429 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $12,555,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Payroll, LLC
- EIN
- 14-1833429
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $12,555,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250702082301NAL0013380993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,555,190
- Net assets (EOY)
- $12,555,190
- Net assets (BOY)
- $10,519,845
Income & contributions
- Employer contributions
- $321,904
- Participant contributions
- $597,697
- Total contributions
- $919,601
- Total income / additions
- $3,726,274
Expenses & distributions
- Benefits paid
- $1,675,366
- Administrative expenses
- $15,563
- Total expenses
- $1,690,929
- Net increase / (decrease)
- $2,035,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | THIRD PARTY ADMINISTRATOR | $0 | $5,631 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $5,625 | 2023 |
| Morningstar | INVESTMENT ADVISORY (PLAN | $217 | $2,812 | 2023 |
| Intac Actuarial Services | THIRD PARTY ADMINSTRATOR | $2,250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Payroll, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Troy, NY
- Ascensus — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation