Utah Manufacturers Association Mep 401(K) Plan — Form 5500 plan (Utah Manufacturers Association)
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, Utah Manufacturers Association Mep 401(K) Plan is a benefit plan reported by Utah Manufacturers Association under EIN 87-0187660 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,005 participants and $17,597,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Manufacturers Association
- EIN
- 87-0187660
- Plan number
- 333
- Plan type
- 3
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 1,005
- End-of-year plan assets
- $17,597,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,005 | H, C | 20241014115427NAL0013235859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,597,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,597,747
- Net assets (BOY)
- $22,471,023
Income & contributions
- Employer contributions
- $888,458
- Participant contributions
- $1,931,194
- Total contributions
- $3,251,565
- Total income / additions
- $5,953,978
Expenses & distributions
- Benefits paid
- $12,390,772
- Administrative expenses
- $153,122
- Total expenses
- $12,543,894
- Net increase / (decrease)
- -$6,589,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $66,576 | $0 | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $41,937 | not reported in the loaded dataset | 2023 |
| Dwc - The 401(K) Experts | RECORDKEEPER | $24,381 | $403 | 2023 |
| National Benefit Services | RECORDKEEPER | $19,834 | $0 | 2023 |
| Jones Simkins | AUDIT | $9,657 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Manufacturers Association
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Transamerica Financial Life — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Dwc - The 401(K) Experts — Schedule C compensation
- National Benefit Services — Schedule C compensation
- Jones Simkins — Schedule C compensation