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, Ub Foundation Activities, Inc. Retirement Plan is a benefit plan reported by Ub Foundation Activities, Inc. under EIN 16-1372561 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,246 participants and $104,965,532 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,965,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,965,532
- Net assets (BOY)
- $92,873,297
Income & contributions
- Employer contributions
- $1,741,890
- Participant contributions
- $2,440,698
- Total contributions
- $4,182,588
- Total income / additions
- $18,676,378
Expenses & distributions
- Benefits paid
- $6,469,845
- Administrative expenses
- $114,189
- Total expenses
- $6,584,143
- Net increase / (decrease)
- $12,092,235