Union Telephone Company 401(K) Plan — Form 5500 plan (Union Telephone 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, Union Telephone Company 401(K) Plan is a benefit plan reported by Union Telephone Company under EIN 83-0184092 and plan number 002. The latest loaded filing year is 2023. The filing reports 321 participants and $23,126,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Telephone Company
- EIN
- 83-0184092
- Plan number
- 002
- Plan type
- 2
- Location
- Mountain View, WY
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $23,126,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241015172139NAL0058921650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,126,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,126,645
- Net assets (BOY)
- $22,287,700
Income & contributions
- Employer contributions
- $193,359
- Participant contributions
- $1,027,522
- Total contributions
- $1,240,639
- Total income / additions
- $4,439,452
Expenses & distributions
- Benefits paid
- $3,568,946
- Administrative expenses
- $31,561
- Total expenses
- $3,600,507
- Net increase / (decrease)
- $838,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Securities Inc | BROKER/ADVISER | $0 | $47,585 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,580 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,875 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Telephone Company
- 2023 Form 5500 filing
- Form 5500 filings in WY
- 401(k) and benefit plan filings in Mountain View, WY
- Oneamerica Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation