Ukpeagvik Inupiat Corporation Employees' Retirement Plan — Form 5500 plan (Ukpeagvik Inupiat Corporation)
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, Ukpeagvik Inupiat Corporation Employees' Retirement Plan is a benefit plan reported by Ukpeagvik Inupiat Corporation under EIN 92-0044212 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,521 participants and $188,125,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ukpeagvik Inupiat Corporation
- EIN
- 92-0044212
- Plan number
- 001
- Plan type
- 2
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 4,521
- End-of-year plan assets
- $188,125,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,521 | H, C | 20240801182911NAL0024046129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,125,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $188,125,803
- Net assets (BOY)
- $159,900,838
Income & contributions
- Employer contributions
- $8,992,789
- Participant contributions
- $14,700,340
- Total contributions
- $27,280,239
- Total income / additions
- $55,350,826
Expenses & distributions
- Benefits paid
- $26,733,601
- Administrative expenses
- $367,957
- Total expenses
- $27,125,861
- Net increase / (decrease)
- $28,224,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $253,487 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $89,759 | not reported in the loaded dataset | 2023 |
| Aldrich Cpas And Advisors Llp | ACCOUNTANT | $24,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ukpeagvik Inupiat Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Aldrich Cpas And Advisors Llp — Schedule C compensation