United Fire Group 401(K) Plan — Form 5500 plan (United Fire & Casualty 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 Fire Group 401(K) Plan is a benefit plan reported by United Fire & Casualty Company under EIN 42-0644327 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,473 participants and $151,225,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Fire & Casualty Company
- EIN
- 42-0644327
- Plan number
- 004
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 1,473
- End-of-year plan assets
- $151,225,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,473 | H, C | 20240627163938NAL0022152034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,225,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,225,617
- Net assets (BOY)
- $141,804,895
Income & contributions
- Employer contributions
- $3,817,028
- Participant contributions
- $11,204,896
- Total contributions
- $17,345,465
- Total income / additions
- $39,249,081
Expenses & distributions
- Benefits paid
- $29,551,287
- Administrative expenses
- $277,039
- Total expenses
- $29,828,359
- Net increase / (decrease)
- $9,420,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $277,039 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $111,929 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Fire & Casualty Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation