Unimed-Midwest, Inc. Retirement Plan — Form 5500 plan (Unimed-Midwest, 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, Unimed-Midwest, Inc. Retirement Plan is a benefit plan reported by Unimed-Midwest, Inc. under EIN 27-3425892 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $11,632,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.6MPlan net assets, end of year$11,632,360
Participants33Covered participants reported
Assets / participant$352.5KComputed: assets ÷ participants$352,496 (computed)
Provider compensationNone reported
Plan sponsor
Unimed-Midwest, Inc.
EIN
27-3425892
Plan number
001
Plan type
2
Location
Lakeville, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20241015121551NAL0014599987001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$14.7K
Benefits paid / distributions$8.4K
Contributions
EmployerNot reported
Participant$103.6K
Full reported line items

Net assets

Total assets (EOY)
$11,632,360
Net assets (EOY)
$11,632,360
Net assets (BOY)
$10,008,136

Income & contributions

Participant contributions
$103,630
Total income / additions
$1,638,909

Expenses & distributions

Benefits paid
$8,411
Administrative expenses
$6,274
Total expenses
$14,685
Net increase / (decrease)
$1,624,224
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages