Unify Inc. Pension Plan — Form 5500 plan (Unify Inc.)
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, Unify Inc. Pension Plan is a benefit plan reported by Unify Inc. under EIN 26-2722137 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,048 participants and $231,882,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unify Inc.
- EIN
- 26-2722137
- Plan number
- 001
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 1,048
- End-of-year plan assets
- $231,882,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,048 | H, C | 20241011161013NAL0012740067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,882,281
- Total liabilities (EOY)
- $12,494
- Net assets (EOY)
- $231,869,787
- Net assets (BOY)
- $235,252,297
Income & contributions
- Total contributions
- $0
- Total income / additions
- $17,684,868
Expenses & distributions
- Benefits paid
- $20,092,168
- Administrative expenses
- $975,210
- Total expenses
- $21,067,378
- Net increase / (decrease)
- -$3,382,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $180,472 | not reported in the loaded dataset | 2023 |
| Amundi Pioneer | NONE | $163,214 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $76,497 | $0 | 2023 |
| Harding,Shymanski & Company, P.S.C. | AUDITOR | $67,408 | not reported in the loaded dataset | 2023 |
| Scott Segal | NONE | $22,158 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unify Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Mesa, AZ
- Aon Consulting, Inc. — Schedule C compensation
- Amundi Pioneer — Schedule C compensation
- Bank Of America — Schedule C compensation
- Harding,Shymanski & Company, P.S.C. — Schedule C compensation
- Scott Segal — Schedule C compensation