Universal Property & Casualty 401(K) Profit Sharing Plan — Form 5500 plan (Universal Property & Casualty)
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, Universal Property & Casualty 401(K) Profit Sharing Plan is a benefit plan reported by Universal Property & Casualty under EIN 65-0789077 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $68,427,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Property & Casualty
- EIN
- 65-0789077
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 1,405
- End-of-year plan assets
- $68,427,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,405 | H, C | 20240927120522NAL0001233555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,427,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,427,913
- Net assets (BOY)
- $52,719,266
Income & contributions
- Employer contributions
- $3,724,150
- Participant contributions
- $6,062,532
- Total contributions
- $10,131,806
- Total income / additions
- $18,830,634
Expenses & distributions
- Benefits paid
- $2,971,534
- Administrative expenses
- $39,969
- Total expenses
- $3,121,987
- Net increase / (decrease)
- $15,708,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $39,968 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $1 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Morgan Stanley | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Property & Casualty
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Adp, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Morgan Stanley — Schedule C compensation