Plan5500

Utilities International, Inc. 401(K) Retirement Plan — Form 5500 plan (Utilities International, 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, Utilities International, Inc. 401(K) Retirement Plan is a benefit plan reported by Utilities International, Inc. under EIN 36-3940239 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $22,424,915 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.4MPlan net assets, end of year$22,424,915
Participants145Covered participants reported
Assets / participant$154.7KComputed: assets ÷ participants$154,655 (computed)
Provider compensation$135.3K3 Schedule C provider row(s)$135,291
Plan sponsor
Utilities International, Inc.
EIN
36-3940239
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    145 participants · 2Sch HSch C
    View filing →
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)$22.4M total assets
Net assets$22.4MLiabilities$0
Money in vs. money out
Total income / additions$5.9M
Total expenses$2.1M
Benefits paid / distributions$1.9M
Contributions
Employer$321.5K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$22,424,915
Total liabilities (EOY)
$0
Net assets (EOY)
$22,424,915
Net assets (BOY)
$18,558,553

Income & contributions

Employer contributions
$321,533
Participant contributions
$2,076,614
Total contributions
$2,615,179
Total income / additions
$5,944,879

Expenses & distributions

Benefits paid
$1,942,689
Administrative expenses
$135,291
Total expenses
$2,078,517
Net increase / (decrease)
$3,866,362
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.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$89.9K
    RECORDKEEPER · Direct $89.9K · Indirect $0
  2. 2
    Onedigital Investment Advisors LLC$43.6K
    INVESTMENT ADVISOR · Direct $43.6K
  3. 3
    Empower Advisory Group, LLC$1.7K
    INVESTMENT MGMT · Direct $1.7K

What to inspect next

Frequently asked questions

Who sponsors the Utilities International, Inc. 401(K) Retirement Plan?
Utilities International, Inc. 401(K) Retirement Plan is reported as sponsored by Utilities International, Inc. (EIN 36-3940239, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Utilities International, Inc. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Utilities International, Inc. 401(K) Retirement Plan is 2023.
How many participants does Utilities International, Inc. 401(K) Retirement Plan report?
Utilities International, Inc. 401(K) Retirement Plan reports 145 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Utilities International, Inc. 401(K) Retirement Plan?
Utilities International, Inc. 401(K) Retirement Plan reports $22,424,915 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages