United Producers, Inc. Savings 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. Savings Plan is a benefit plan reported by United Producers, Inc. under EIN 31-4284535 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $12,697,339 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.7MPlan net assets, end of year$12,697,339
Participants199Covered participants reported
Assets / participant$63.8KComputed: assets ÷ participants$63,806 (computed)
Provider compensation$11.6K2 Schedule C provider row(s)$11,595
- Plan sponsor
- United Producers, Inc.
- EIN
- 31-4284535
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241009095839NAL0018982513001 |
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,697,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,697,339
- Net assets (BOY)
- $10,606,464
Income & contributions
- Employer contributions
- $259,368
- Participant contributions
- $607,319
- Total contributions
- $1,072,582
- Total income / additions
- $3,394,910
Expenses & distributions
- Benefits paid
- $1,269,167
- Administrative expenses
- $16,147
- Total expenses
- $1,304,035
- Net increase / (decrease)
- $2,090,875
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.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $11,911 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$316 | $0 | 2023 |