Plan5500

United Ohio Insurance Company Pension Plan — Form 5500 plan (United Ohio Insurance Company)

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 Ohio Insurance Company Pension Plan is a benefit plan reported by United Ohio Insurance Company under EIN 34-1008736 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $26,514,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Ohio Insurance Company
EIN
34-1008736
Plan number
001
Plan type
2
Location
Bucyrus, OH
Latest filing year
2023
Participants
127
End-of-year plan assets
$26,514,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20250514073512NAL0029425888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,514,160
Total liabilities (EOY)
$0
Net assets (EOY)
$26,514,160
Net assets (BOY)
$25,346,599

Income & contributions

Total contributions
$0
Total income / additions
$2,550,277

Expenses & distributions

Benefits paid
$1,324,773
Administrative expenses
$57,943
Total expenses
$1,382,716
Net increase / (decrease)
$1,167,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$28,420$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$14,547not reported in the loaded dataset2023

Related Form 5500 pages