United Automobile Holdings 401(K) Plan — Form 5500 plan (United Automobile Insurance 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 Automobile Holdings 401(K) Plan is a benefit plan reported by United Automobile Insurance Company under EIN 65-0145688 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $23,966,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Automobile Insurance Company
EIN
65-0145688
Plan number
001
Plan type
2
Location
Miami Gardens, FL
Latest filing year
2023
Participants
564
End-of-year plan assets
$23,966,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023564H, C20241009145935NAL0018597841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,966,134
Total liabilities (EOY)
$0
Net assets (EOY)
$23,966,134
Net assets (BOY)
$26,947,814

Income & contributions

Employer contributions
$487,099
Participant contributions
$1,319,209
Total contributions
$2,107,065
Total income / additions
$5,368,939

Expenses & distributions

Benefits paid
$8,218,385
Administrative expenses
$105,320
Total expenses
$8,350,619
Net increase / (decrease)
-$2,981,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$105,320$02023
Mesirow Financial IncOTHER SERVICES$0$25,4582023

Related Form 5500 pages