United Utility Services 401(K) Plan — Form 5500 plan (United Utility Services, LLC)
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 Utility Services 401(K) Plan is a benefit plan reported by United Utility Services, LLC under EIN 82-3772718 and plan number 001. The latest loaded filing year is 2023. The filing reports 579 participants and $25,449,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Utility Services, LLC
- EIN
- 82-3772718
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $25,449,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20250203163208NAL0006910737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,449,754
- Total liabilities (EOY)
- $149,883
- Net assets (EOY)
- $25,299,871
- Net assets (BOY)
- $13,255,665
Income & contributions
- Employer contributions
- $3,022,211
- Participant contributions
- $5,086,235
- Total contributions
- $12,063,862
- Total income / additions
- $15,110,015
Expenses & distributions
- Benefits paid
- $2,941,599
- Administrative expenses
- $93,432
- Total expenses
- $3,065,809
- Net increase / (decrease)
- $12,044,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISORY | $39,829 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc. | TPA | $23,133 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $21,926 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,503 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $758 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Utility Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Merrill Lynch — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation