Ugsoa Retirement Plan — Form 5500 plan (Ugsoa Board Of Trustees)
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, Ugsoa Retirement Plan is a benefit plan reported by Ugsoa Board Of Trustees under EIN 46-4857037 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,162 participants and $28,045,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ugsoa Board Of Trustees
- EIN
- 46-4857037
- Plan number
- 001
- Plan type
- 1
- Location
- East Wareham, MA
- Latest filing year
- 2023
- Participants
- 2,162
- End-of-year plan assets
- $28,045,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,162 | H, C | 20241015194531NAL0017134163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,045,958
- Total liabilities (EOY)
- $3,557
- Net assets (EOY)
- $28,042,401
- Net assets (BOY)
- $24,217,000
Income & contributions
- Employer contributions
- $6,012,695
- Participant contributions
- $462,173
- Total contributions
- $6,487,818
- Total income / additions
- $9,296,513
Expenses & distributions
- Benefits paid
- $5,052,772
- Administrative expenses
- $418,340
- Total expenses
- $5,471,112
- Net increase / (decrease)
- $3,825,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | NONE | $265,747 | not reported in the loaded dataset | 2023 |
| Novus Advisors | NONE | $105,213 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $23,053 | not reported in the loaded dataset | 2023 |
| Matrix | NONE | $12,381 | not reported in the loaded dataset | 2023 |
| Benefit Source Inc. | NONE | $11,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ugsoa Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in East Wareham, MA
- Pentegra Services, Inc. — Schedule C compensation
- Novus Advisors — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Matrix — Schedule C compensation
- Benefit Source Inc. — Schedule C compensation