United Pension Plan — Form 5500 plan (United Fire & Casualty Co)
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 Pension Plan is a benefit plan reported by United Fire & Casualty Co under EIN 42-0644327 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,004 participants and $263,906,123 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$263.9MPlan net assets, end of year$263,906,123
Participants2KCovered participants reported2,004
Assets / participant$131.7KComputed: assets ÷ participants$131,690 (computed)
Provider compensation$32.8K2 Schedule C provider row(s)$32,750
- Plan sponsor
- United Fire & Casualty Co
- EIN
- 42-0644327
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,004 | H, C | 20241011120153NAL0010893907001 |
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)$263.9M total assets
Net assets$263.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $263,906,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $263,906,123
- Net assets (BOY)
- $229,700,648
Income & contributions
- Total contributions
- $0
- Total income / additions
- $43,247,305
Expenses & distributions
- Benefits paid
- $8,830,974
- Administrative expenses
- $210,856
- Total expenses
- $9,041,830
- Net increase / (decrease)
- $34,205,475
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.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial N | INVESTMENT ADVISORY | $3,875 | $25,000 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,875 | $0 | 2023 |