United Animal Health, Inc. 401(K) Plan — Form 5500 plan (United Animal Health, 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 Animal Health, Inc. 401(K) Plan is a benefit plan reported by United Animal Health, Inc. under EIN 35-0990425 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $69,306,527 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Animal Health, Inc.
EIN
35-0990425
Plan number
002
Plan type
2
Location
Sheridan, IN
Latest filing year
2023
Participants
438
End-of-year plan assets
$69,306,527

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241009221153NAL0009577555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,306,527
Total liabilities (EOY)
$0
Net assets (EOY)
$69,306,527
Net assets (BOY)
$62,367,074

Income & contributions

Employer contributions
$1,532,707
Participant contributions
$2,490,261
Total contributions
$4,243,036
Total income / additions
$13,435,302

Expenses & distributions

Benefits paid
$6,414,279
Administrative expenses
$81,570
Total expenses
$6,495,849
Net increase / (decrease)
$6,939,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$44,211$02023
Procourse Fiduciary Advisors LLCADVISOR$18,750not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$18,477not reported in the loaded dataset2023

Related Form 5500 pages