University Financial Corporation Employee Savings Plan — Form 5500 plan (University Financial Corporation)
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, University Financial Corporation Employee Savings Plan is a benefit plan reported by University Financial Corporation under EIN 41-1557799 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $35,182,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Financial Corporation
- EIN
- 41-1557799
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $35,182,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241010095621NAL0033752816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,182,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,182,740
- Net assets (BOY)
- $29,081,925
Income & contributions
- Employer contributions
- $1,134,509
- Participant contributions
- $2,376,120
- Total contributions
- $3,959,695
- Total income / additions
- $9,678,427
Expenses & distributions
- Benefits paid
- $3,478,562
- Administrative expenses
- $99,050
- Total expenses
- $3,577,612
- Net increase / (decrease)
- $6,100,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $42,689 | $0 | 2023 |
| Nfp Retirement, Inc. | ADVISOR | $31,178 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $13,971 | $0 | 2023 |
| Rsm Us Llp | AUDITOR | $11,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Saint Paul, MN
- Newport Group, Inc. — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Rsm Us Llp — Schedule C compensation