UNITED SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED SERVICES, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for UNITED SERVICES, INC. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2023: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 23 |
| 2022: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| 2021: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 16 |
| 2020: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| 2019: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 42 |
| 2017: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 50 |
| 2016: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 55 |
| 2015: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 76 |
| Measure | Date | Value |
|---|
| 2023 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $40,312 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $43,656 |
| Total plan assets at end of year | 2023-12-31 | $105,264 |
| Total plan assets at beginning of year | 2023-12-31 | $108,608 |
| Value of fidelity bond covering the plan | 2023-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $36,695 |
| Other income received | 2023-12-31 | $5,123 |
| Net income (gross income less expenses) | 2023-12-31 | $-3,344 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $105,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $108,608 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $35,189 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,961 |
| 2022 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $50,249 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $44,162 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $-125 |
| Total plan assets at end of year | 2022-12-31 | $108,608 |
| Total plan assets at beginning of year | 2022-12-31 | $102,521 |
| Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $40,761 |
| Other income received | 2022-12-31 | $1,396 |
| Net income (gross income less expenses) | 2022-12-31 | $6,087 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $108,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $102,521 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $48,853 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,526 |
| 2021 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $38,685 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $34,051 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $100 |
| Total plan assets at end of year | 2021-12-31 | $102,521 |
| Total plan assets at beginning of year | 2021-12-31 | $97,887 |
| Value of fidelity bond covering the plan | 2021-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $30,682 |
| Net income (gross income less expenses) | 2021-12-31 | $4,634 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $102,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $97,887 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $38,685 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,269 |
| 2020 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $43,108 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $38,702 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,479 |
| Total plan assets at end of year | 2020-12-31 | $97,887 |
| Total plan assets at beginning of year | 2020-12-31 | $93,481 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $32,947 |
| Other income received | 2020-12-31 | $281 |
| Net income (gross income less expenses) | 2020-12-31 | $4,406 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $97,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $93,481 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $42,827 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,276 |
| 2019 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $129,917 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $113,072 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,657 |
| Total plan assets at end of year | 2019-12-31 | $93,481 |
| Total plan assets at beginning of year | 2019-12-31 | $76,636 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $87,833 |
| Other income received | 2019-12-31 | $2,050 |
| Net income (gross income less expenses) | 2019-12-31 | $16,845 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $93,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $76,636 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $127,867 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,582 |
| 2018 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $140,340 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $117,883 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,915 |
| Total plan assets at end of year | 2018-12-31 | $76,636 |
| Total plan assets at beginning of year | 2018-12-31 | $54,179 |
| Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $97,016 |
| Other income received | 2018-12-31 | $732 |
| Net income (gross income less expenses) | 2018-12-31 | $22,457 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $76,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $54,179 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $139,608 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $18,952 |
| 2017 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $146,524 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $127,721 |
| Total plan assets at end of year | 2017-12-31 | $54,179 |
| Total plan assets at beginning of year | 2017-12-31 | $35,376 |
| Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $104,360 |
| Other income received | 2017-12-31 | $214 |
| Net income (gross income less expenses) | 2017-12-31 | $18,803 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $54,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,376 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $146,310 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $23,361 |
| 2016 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $155,684 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $132,855 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,908 |
| Total plan assets at end of year | 2016-12-31 | $35,376 |
| Total plan assets at beginning of year | 2016-12-31 | $12,547 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $91,284 |
| Other income received | 2016-12-31 | $110 |
| Net income (gross income less expenses) | 2016-12-31 | $22,829 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $35,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,547 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $155,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $38,663 |
| 2015 : UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $71,146 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $58,599 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $966 |
| Total plan assets at end of year | 2015-12-31 | $12,547 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $120,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $41,372 |
| Net income (gross income less expenses) | 2015-12-31 | $12,547 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $71,146 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,261 |
| 2023: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: UNITED SERVICES, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
