Unitarian Universalist Organizations Health Plan — Form 5500 plan (Unitarian Universalist Association Employee Benefits Trust)
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, Unitarian Universalist Organizations Health Plan is a benefit plan reported by Unitarian Universalist Association Employee Benefits Trust under EIN 20-8079417 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,111 participants and $5,909,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unitarian Universalist Association Employee Benefits Trust
- EIN
- 20-8079417
- Plan number
- 501
- Plan type
- 3
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $5,909,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20250414074352NAL0001571057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,909,068
- Total liabilities (EOY)
- $2,213,125
- Net assets (EOY)
- $3,695,943
- Net assets (BOY)
- $2,245,998
Income & contributions
- Employer contributions
- $11,518,420
- Participant contributions
- $4,936,466
- Total contributions
- $17,454,886
- Total income / additions
- $17,778,495
Expenses & distributions
- Benefits paid
- $15,483,800
- Administrative expenses
- $844,750
- Total expenses
- $16,328,550
- Net increase / (decrease)
- $1,449,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark, Inc. | NONE | $254,350 | not reported in the loaded dataset | 2023 |
| Willie Lester | EMPLOYEE | $93,484 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $58,831 | not reported in the loaded dataset | 2023 |
| Ashley Anguiano | EMPLOYEE | $57,852 | not reported in the loaded dataset | 2023 |
| Mariyah E. Hawkins | EMPLOYEE | $46,561 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $46,507 | not reported in the loaded dataset | 2023 |
| Cds Administrators, Inc. | NONE | $35,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unitarian Universalist Association Employee Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Highmark, Inc. — Schedule C compensation
- Willie Lester — Schedule C compensation
- Milliman — Schedule C compensation
- Ashley Anguiano — Schedule C compensation
- Mariyah E. Hawkins — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Cds Administrators, Inc. — Schedule C compensation