United Producers, Inc. Amended Employees' Pension Plan — Form 5500 plan (United Producers, 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, United Producers, Inc. Amended Employees' Pension Plan is a benefit plan reported by United Producers, Inc. under EIN 31-4284535 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,121,393 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,121,393
Participants136Covered participants reported
Assets / participant$30.3KComputed: assets ÷ participants$30,304 (computed)
Provider compensation$65.5K2 Schedule C provider row(s)$65,463
Plan sponsor
United Producers, Inc.
EIN
31-4284535
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241009150923NAL0018617345001
Schedule H · 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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$396.3K
Total expenses$401K
Benefits paid / distributions$335.5K
Contributions
Employer$100K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,121,393
Total liabilities (EOY)
$0
Net assets (EOY)
$4,121,393
Net assets (BOY)
$4,126,041

Income & contributions

Employer contributions
$100,000
Total contributions
$100,000
Total income / additions
$396,314

Expenses & distributions

Benefits paid
$335,499
Administrative expenses
$65,463
Total expenses
$400,962
Net increase / (decrease)
-$4,648
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 assets10%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$38,922not reported in the loaded dataset2023
Key Bank National AssociationTRUSTEE$26,541not reported in the loaded dataset2023

Related Form 5500 pages