United Petroleum Transports, Inc. Employees Savings Plan — Form 5500 plan (United Petroleum Transports, Inc.)
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 Petroleum Transports, Inc. Employees Savings Plan is a benefit plan reported by United Petroleum Transports, Inc. under EIN 73-0749055 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $6,823,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Petroleum Transports, Inc.
- EIN
- 73-0749055
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $6,823,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241014153721NAL0027735633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,823,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,823,655
- Net assets (BOY)
- $5,730,885
Income & contributions
- Employer contributions
- $145,313
- Participant contributions
- $609,991
- Total contributions
- $841,269
- Total income / additions
- $1,852,168
Expenses & distributions
- Benefits paid
- $703,345
- Administrative expenses
- $38,847
- Total expenses
- $759,398
- Net increase / (decrease)
- $1,092,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,758 | $0 | 2023 |
| Argent Retirement Plan Advisors LLC | INVESTMENT ADVISOR | $14,185 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Petroleum Transports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company O — Schedule C compensation
- Argent Retirement Plan Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation