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UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 401k Plan overview

Plan NameUNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN
Plan identification number 002

UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED GROUPS PROGRAMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED GROUPS PROGRAMS, INC.
Employer identification number (EIN):591896277
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JAMI NIMEROFF
0022023-01-01
0022023-01-01CLAIRE COVINGTON
0022022-01-01
0022022-01-01JEFF HAYES
0022021-01-01
0022021-01-01ALICE COWART-RAY
0022020-01-01ALICE COWART2021-09-01 ALICE COWART2021-09-01
0022019-01-01ALICE COWART2020-10-12
0022018-01-01SHERRYANN LARUSSO2019-07-24 SHERRYANN LARUSSO2019-07-24
0022017-01-01SHERRYANN LARUSSO2018-07-16
0022015-01-01ALLEN STERN ALLEN STERN2016-06-15
0022014-01-01ALLEN STERN ALLEN STERN2015-07-23
0022013-01-01ALLEN STERN ALLEN STERN2014-06-20
0022012-01-01ALLEN STERN ALLEN STERN2013-09-16
0022011-01-01ALLEN STERN ALLEN STERN2012-07-11
0022010-01-01ALLEN STERN2011-03-11 ALLEN STERN2011-03-11

Financial Data on UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN

Measure Date Value
2023 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$651,625
Expenses. Total of all expenses incurred2023-12-31$665,949
Benefits paid (including direct rollovers)2023-12-31$662,433
Total plan assets at end of year2023-12-31$1,216,097
Total plan assets at beginning of year2023-12-31$1,230,421
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$238,684
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$109,911
Other income received2023-12-31$228,446
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-14,324
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,216,097
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,230,421
Assets. Value of participant loans2023-12-31$65,789
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$74,584
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$1,131
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,385
2022 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-66,474
Expenses. Total of all expenses incurred2022-12-31$448,697
Benefits paid (including direct rollovers)2022-12-31$423,104
Total plan assets at end of year2022-12-31$1,230,421
Total plan assets at beginning of year2022-12-31$1,745,592
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$220,540
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,612
Other income received2022-12-31$-288,626
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-515,171
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,230,421
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,745,592
Assets. Value of participant loans2022-12-31$10,020
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$24,656
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$937
2021 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$450,786
Expenses. Total of all expenses incurred2021-12-31$840,320
Benefits paid (including direct rollovers)2021-12-31$839,048
Total plan assets at end of year2021-12-31$1,745,592
Total plan assets at beginning of year2021-12-31$2,135,126
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$142,907
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$198,674
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-389,534
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,745,592
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,135,126
Assets. Value of participant loans2021-12-31$5,818
Total contributions received or receivable from employer(s)2021-12-31$109,205
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,272
2015 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2015 401k financial data
Total income from all sources2015-12-31$190,443
Expenses. Total of all expenses incurred2015-12-31$6,528
Benefits paid (including direct rollovers)2015-12-31$2,343
Total plan assets at end of year2015-12-31$1,989,401
Total plan assets at beginning of year2015-12-31$1,805,486
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$197,489
Contributions received from other sources (not participants or employers)2015-12-31$210
Other income received2015-12-31$-74,525
Net income (gross income less expenses)2015-12-31$183,915
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,989,401
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,805,486
Assets. Value of participant loans2015-12-31$9,167
Total contributions received or receivable from employer(s)2015-12-31$67,269
Value of corrective distributions2015-12-31$3,935
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$250
2014 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2014 401k financial data
Total income from all sources2014-12-31$256,578
Expenses. Total of all expenses incurred2014-12-31$1,600
Benefits paid (including direct rollovers)2014-12-31$1,400
Total plan assets at end of year2014-12-31$1,805,486
Total plan assets at beginning of year2014-12-31$1,550,508
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$178,363
Other income received2014-12-31$12,696
Net income (gross income less expenses)2014-12-31$254,978
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,805,486
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,550,508
Assets. Value of participant loans2014-12-31$3,946
Total contributions received or receivable from employer(s)2014-12-31$65,519
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$200
2013 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2013 401k financial data
Total income from all sources2013-12-31$352,498
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,550,508
Total plan assets at beginning of year2013-12-31$1,198,010
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$165,171
Other income received2013-12-31$128,575
Net income (gross income less expenses)2013-12-31$352,498
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,550,508
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,198,010
Total contributions received or receivable from employer(s)2013-12-31$58,752
2012 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2012 401k financial data
Total income from all sources2012-12-31$251,454
Expenses. Total of all expenses incurred2012-12-31$145,101
Benefits paid (including direct rollovers)2012-12-31$145,051
Total plan assets at end of year2012-12-31$1,198,010
Total plan assets at beginning of year2012-12-31$1,091,657
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$147,001
Expenses. Other expenses not covered elsewhere2012-12-31$50
Other income received2012-12-31$50,915
Net income (gross income less expenses)2012-12-31$106,353
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,198,010
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,091,657
Total contributions received or receivable from employer(s)2012-12-31$53,538
2011 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2011 401k financial data
Total income from all sources2011-12-31$188,698
Expenses. Total of all expenses incurred2011-12-31$76,050
Benefits paid (including direct rollovers)2011-12-31$75,450
Total plan assets at end of year2011-12-31$1,091,657
Total plan assets at beginning of year2011-12-31$979,009
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$136,741
Contributions received from other sources (not participants or employers)2011-12-31$12,000
Other income received2011-12-31$-7,754
Net income (gross income less expenses)2011-12-31$112,648
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,091,657
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$979,009
Total contributions received or receivable from employer(s)2011-12-31$47,711
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$600

Form 5500 Responses for UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN

2023: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2015: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number559519
Policy instance 1

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