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UKG RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUKG RETIREMENT SAVINGS PLAN
Plan identification number 001

UKG RETIREMENT SAVINGS 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.

401k Sponsoring company profile

UKG INC. has sponsored the creation of one or more 401k plans.

Company Name:UKG INC.
Employer identification number (EIN):650694077
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about UKG INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-08-10
Company Identification Number: L92435
Legal Registered Office Address: 3111 STIRLING ROAD

FT LAUDERDALE

33312

More information about UKG INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UKG RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01MABEL CABRERA2020-10-15
0012018-01-01KATHLEEN PAI2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VIVIAN MAZA
0012011-01-01VIVIAN MAZA
0012009-01-01VIVIAN MAZA

Plan Statistics for UKG RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UKG RETIREMENT SAVINGS PLAN

Measure Date Value
2022: UKG RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,155
Total number of active participants reported on line 7a of the Form 55002022-01-0111,173
Number of retired or separated participants receiving benefits2022-01-0156
Number of other retired or separated participants entitled to future benefits2022-01-011,745
Total of all active and inactive participants2022-01-0112,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-0112,994
Number of participants with account balances2022-01-0112,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01252
2021: UKG RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,920
Total number of active participants reported on line 7a of the Form 55002021-01-0110,754
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-011,342
Total of all active and inactive participants2021-01-0112,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-0112,155
Number of participants with account balances2021-01-0111,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01176
2020: UKG RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,859
Total number of active participants reported on line 7a of the Form 55002020-01-015,427
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01435
Total of all active and inactive participants2020-01-015,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,882
Number of participants with account balances2020-01-015,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01114
2019: UKG RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,234
Total number of active participants reported on line 7a of the Form 55002019-01-015,267
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01416
Total of all active and inactive participants2019-01-015,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,705
Number of participants with account balances2019-01-015,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01128
2018: UKG RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,350
Total number of active participants reported on line 7a of the Form 55002018-01-014,444
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01296
Total of all active and inactive participants2018-01-014,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,753
Number of participants with account balances2018-01-014,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0197
2017: UKG RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,762
Total number of active participants reported on line 7a of the Form 55002017-01-013,866
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01277
Total of all active and inactive participants2017-01-014,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,152
Number of participants with account balances2017-01-013,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01100
2016: UKG RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,905
Total number of active participants reported on line 7a of the Form 55002016-01-013,258
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01207
Total of all active and inactive participants2016-01-013,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,470
Number of participants with account balances2016-01-013,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0175
2015: UKG RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,427
Total number of active participants reported on line 7a of the Form 55002015-01-012,577
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01179
Total of all active and inactive participants2015-01-012,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,762
Number of participants with account balances2015-01-012,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: UKG RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,939
Total number of active participants reported on line 7a of the Form 55002014-01-012,073
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01147
Total of all active and inactive participants2014-01-012,224
Total participants2014-01-012,224
Number of participants with account balances2014-01-011,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0147
2013: UKG RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,788
Total number of active participants reported on line 7a of the Form 55002013-01-011,696
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,837
Number of participants with account balances2013-01-011,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: UKG RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,452
Total number of active participants reported on line 7a of the Form 55002012-01-011,432
Number of other retired or separated participants entitled to future benefits2012-01-01126
Total of all active and inactive participants2012-01-011,558
Total participants2012-01-011,558
Number of participants with account balances2012-01-011,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: UKG RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,242
Total number of active participants reported on line 7a of the Form 55002011-01-011,159
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-011,287
Total participants2011-01-011,287
Number of participants with account balances2011-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: UKG RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01830
Total number of active participants reported on line 7a of the Form 55002009-01-01897
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01995
Total participants2009-01-01995
Number of participants with account balances2009-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on UKG RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : UKG RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$153,542
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-100,816,481
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$119,576,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$118,130,471
Expenses. Certain deemed distributions of participant loans2022-12-31$163,527
Value of total corrective distributions2022-12-31$24,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$226,450,114
Value of total assets at end of year2022-12-31$1,545,167,946
Value of total assets at beginning of year2022-12-31$1,765,407,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,257,468
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$833,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,855,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,855,908
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$18,825
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$136,298,926
Participant contributions at end of year2022-12-31$20,449,215
Participant contributions at beginning of year2022-12-31$19,901,095
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,561,385
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,085,636
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,735,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3,277,829
Administrative expenses (other) incurred2022-12-31$1,168,643
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-220,392,641
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,545,167,946
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,765,407,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$402,585,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$466,127,561
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$833,054
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,104,571,737
Value of interest in common/collective trusts at beginning of year2022-12-31$1,259,292,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-116,326,677
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-219,351,051
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$56,415,209
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$118,130,471
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2022-12-31042088368
2021 : UKG RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,182,319
Total unrealized appreciation/depreciation of assets2021-12-31$9,182,319
Total transfer of assets to this plan2021-12-31$914,620,251
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$324,662,844
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$128,328,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$126,889,155
Expenses. Certain deemed distributions of participant loans2021-12-31$753,859
Value of total corrective distributions2021-12-31$8,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$170,427,111
Value of total assets at end of year2021-12-31$1,765,407,045
Value of total assets at beginning of year2021-12-31$654,452,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$676,691
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$794,673
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,545,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,545,211
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$3,300
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$103,006,484
Participant contributions at end of year2021-12-31$19,901,095
Participant contributions at beginning of year2021-12-31$9,742,701
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,085,636
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,725,109
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$-49,173
Administrative expenses (other) incurred2021-12-31$638,391
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$49,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$196,334,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,765,407,045
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$654,452,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$466,127,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$792,072
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,259,292,753
Value of interest in common/collective trusts at beginning of year2021-12-31$644,660,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,601
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$55,518,794
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$70,243,909
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$41,695,518
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$126,889,155
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2021-12-31042088368
2020 : UKG RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6
Total income from all sources (including contributions)2020-12-31$195,584,739
Total of all expenses incurred2020-12-31$45,236,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,215,320
Value of total corrective distributions2020-12-31$34,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$95,868,722
Value of total assets at end of year2020-12-31$654,452,041
Value of total assets at beginning of year2020-12-31$504,103,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$986,384
Total interest from all sources2020-12-31$471,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$268,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$58,685,718
Participant contributions at end of year2020-12-31$9,742,701
Participant contributions at beginning of year2020-12-31$7,936,938
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,962,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6
Other income not declared elsewhere2020-12-31$211,421
Total non interest bearing cash at end of year2020-12-31$49,173
Total non interest bearing cash at beginning of year2020-12-31$93,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$150,348,357
Value of net assets at end of year (total assets less liabilities)2020-12-31$654,452,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$504,103,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$644,660,167
Value of interest in pooled separate accounts at beginning of year2020-12-31$496,073,585
Interest on participant loans2020-12-31$471,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$99,033,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,220,776
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,215,320
Contract administrator fees2020-12-31$718,155
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2020-12-31592742314
2019 : UKG RETIREMENT SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$810,071
Total transfer of assets to this plan2019-12-31$810,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12
Total income from all sources (including contributions)2019-12-31$175,530,005
Total income from all sources (including contributions)2019-12-31$175,530,005
Total of all expenses incurred2019-12-31$21,182,073
Total of all expenses incurred2019-12-31$21,182,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,041,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,041,903
Value of total corrective distributions2019-12-31$442
Value of total corrective distributions2019-12-31$442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$88,608,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$88,608,163
Value of total assets at end of year2019-12-31$504,103,690
Value of total assets at end of year2019-12-31$504,103,690
Value of total assets at beginning of year2019-12-31$348,945,693
Value of total assets at beginning of year2019-12-31$348,945,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,139,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,139,728
Total interest from all sources2019-12-31$390,545
Total interest from all sources2019-12-31$390,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$237,415
Administrative expenses professional fees incurred2019-12-31$237,415
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$52,822,562
Contributions received from participants2019-12-31$52,822,562
Participant contributions at end of year2019-12-31$7,936,938
Participant contributions at end of year2019-12-31$7,936,938
Participant contributions at beginning of year2019-12-31$6,968,887
Participant contributions at beginning of year2019-12-31$6,968,887
Participant contributions at end of year2019-12-31$20
Participant contributions at end of year2019-12-31$20
Participant contributions at beginning of year2019-12-31$327
Participant contributions at beginning of year2019-12-31$327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,969,673
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,969,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12
Other income not declared elsewhere2019-12-31$216,140
Other income not declared elsewhere2019-12-31$216,140
Total non interest bearing cash at end of year2019-12-31$93,138
Total non interest bearing cash at end of year2019-12-31$93,138
Total non interest bearing cash at beginning of year2019-12-31$65,234
Total non interest bearing cash at beginning of year2019-12-31$65,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$154,347,932
Value of net income/loss2019-12-31$154,347,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$504,103,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$504,103,684
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$348,945,681
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$348,945,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$496,073,585
Value of interest in pooled separate accounts at end of year2019-12-31$496,073,585
Value of interest in pooled separate accounts at beginning of year2019-12-31$341,911,114
Value of interest in pooled separate accounts at beginning of year2019-12-31$341,911,114
Interest on participant loans2019-12-31$390,545
Interest on participant loans2019-12-31$390,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$86,315,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$86,315,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,815,928
Contributions received in cash from employer2019-12-31$22,815,928
Employer contributions (assets) at end of year2019-12-31$9
Employer contributions (assets) at end of year2019-12-31$9
Employer contributions (assets) at beginning of year2019-12-31$131
Employer contributions (assets) at beginning of year2019-12-31$131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,041,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,041,903
Contract administrator fees2019-12-31$902,313
Contract administrator fees2019-12-31$902,313
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERKOWITZ POLLACK BRANT
Accountancy firm name2019-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2019-12-31592742314
Accountancy firm EIN2019-12-31592742314
2018 : UKG RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$305
Total income from all sources (including contributions)2018-12-31$40,168,831
Total of all expenses incurred2018-12-31$16,144,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,064,634
Value of total corrective distributions2018-12-31$10
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$62,570,320
Value of total assets at end of year2018-12-31$348,945,693
Value of total assets at beginning of year2018-12-31$324,921,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,079,365
Total interest from all sources2018-12-31$320,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$197,010
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,600,323
Participant contributions at end of year2018-12-31$6,968,887
Participant contributions at beginning of year2018-12-31$6,115,454
Participant contributions at end of year2018-12-31$327
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,707,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$305
Other income not declared elsewhere2018-12-31$192,317
Total non interest bearing cash at end of year2018-12-31$65,234
Total non interest bearing cash at beginning of year2018-12-31$8,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$24,024,822
Value of net assets at end of year (total assets less liabilities)2018-12-31$348,945,681
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$324,920,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$341,911,114
Value of interest in pooled separate accounts at beginning of year2018-12-31$318,797,167
Interest on participant loans2018-12-31$320,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,914,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,262,730
Employer contributions (assets) at end of year2018-12-31$131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,064,634
Contract administrator fees2018-12-31$882,355
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2018-12-31592742314
2017 : UKG RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$897,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,680
Total income from all sources (including contributions)2017-12-31$98,871,101
Total of all expenses incurred2017-12-31$10,032,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,007,020
Value of total corrective distributions2017-12-31$13,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$53,020,079
Value of total assets at end of year2017-12-31$324,921,164
Value of total assets at beginning of year2017-12-31$235,188,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,011,805
Total interest from all sources2017-12-31$239,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$30,857
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$32,791,314
Participant contributions at end of year2017-12-31$6,115,454
Participant contributions at beginning of year2017-12-31$4,423,305
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,624,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,680
Other income not declared elsewhere2017-12-31$190,708
Total non interest bearing cash at end of year2017-12-31$8,543
Total non interest bearing cash at beginning of year2017-12-31$15,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$88,838,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$324,920,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$235,184,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$318,797,167
Value of interest in pooled separate accounts at beginning of year2017-12-31$230,749,399
Interest on participant loans2017-12-31$239,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,420,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,604,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,007,020
Contract administrator fees2017-12-31$980,948
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2017-12-31592742314
2016 : UKG RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,680
Total income from all sources (including contributions)2016-12-31$60,518,576
Total of all expenses incurred2016-12-31$8,132,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,102,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,630,197
Value of total assets at end of year2016-12-31$235,188,216
Value of total assets at beginning of year2016-12-31$182,798,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,721
Total interest from all sources2016-12-31$686,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$21,285
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$26,423,769
Participant contributions at end of year2016-12-31$4,423,305
Participant contributions at beginning of year2016-12-31$3,622,818
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,075,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,680
Total non interest bearing cash at end of year2016-12-31$15,512
Total non interest bearing cash at beginning of year2016-12-31$32,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$52,386,219
Value of net assets at end of year (total assets less liabilities)2016-12-31$235,184,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$182,798,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$230,749,399
Value of interest in pooled separate accounts at beginning of year2016-12-31$179,143,179
Interest on participant loans2016-12-31$165,645
Interest earned on other investments2016-12-31$520,969
Net investment gain/loss from pooled separate accounts2016-12-31$15,201,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,130,731
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,102,636
Contract administrator fees2016-12-31$8,436
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2016-12-31592742314
2015 : UKG RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$30,775,349
Total of all expenses incurred2015-12-31$5,768,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,743,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,097,506
Value of total assets at end of year2015-12-31$182,798,317
Value of total assets at beginning of year2015-12-31$157,791,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,639
Total interest from all sources2015-12-31$406,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$17,601
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,822,230
Participant contributions at end of year2015-12-31$3,622,818
Participant contributions at beginning of year2015-12-31$2,943,414
Participant contributions at end of year2015-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,294,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$32,261
Total non interest bearing cash at beginning of year2015-12-31$6,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$25,006,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$182,798,317
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$157,791,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$179,143,179
Value of interest in pooled separate accounts at beginning of year2015-12-31$154,841,616
Interest on participant loans2015-12-31$136,057
Interest earned on other investments2015-12-31$270,404
Net investment gain/loss from pooled separate accounts2015-12-31$-1,728,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,981,144
Employer contributions (assets) at end of year2015-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,743,767
Contract administrator fees2015-12-31$7,038
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2015-12-31592742314
2014 : UKG RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17
Total income from all sources (including contributions)2014-12-31$34,362,864
Total of all expenses incurred2014-12-31$5,757,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,665,960
Value of total corrective distributions2014-12-31$1,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,063,984
Value of total assets at end of year2014-12-31$157,791,374
Value of total assets at beginning of year2014-12-31$129,186,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$89,740
Total interest from all sources2014-12-31$188,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,724
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,017,455
Participant contributions at end of year2014-12-31$2,943,414
Participant contributions at beginning of year2014-12-31$2,139,131
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,700,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17
Total non interest bearing cash at end of year2014-12-31$6,344
Total non interest bearing cash at beginning of year2014-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$28,605,174
Value of net assets at end of year (total assets less liabilities)2014-12-31$157,791,374
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,186,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$154,841,616
Value of interest in pooled separate accounts at beginning of year2014-12-31$127,045,753
Interest on participant loans2014-12-31$105,375
Interest earned on other investments2014-12-31$83,373
Net investment gain/loss from pooled separate accounts2014-12-31$8,110,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,346,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,665,960
Contract administrator fees2014-12-31$75,016
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2014-12-31592742314
2013 : UKG RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17
Total income from all sources (including contributions)2013-12-31$39,224,852
Total of all expenses incurred2013-12-31$4,738,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,600,418
Value of total corrective distributions2013-12-31$9,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,133,298
Value of total assets at end of year2013-12-31$129,186,217
Value of total assets at beginning of year2013-12-31$94,700,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$128,689
Total interest from all sources2013-12-31$82,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$10,970
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,207,916
Participant contributions at end of year2013-12-31$2,139,131
Participant contributions at beginning of year2013-12-31$1,624,755
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,395,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$17
Total non interest bearing cash at end of year2013-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$34,486,132
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,186,200
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,700,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$127,045,753
Value of interest in pooled separate accounts at beginning of year2013-12-31$93,075,313
Interest on participant loans2013-12-31$82,991
Net investment gain/loss from pooled separate accounts2013-12-31$20,008,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,530,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,600,418
Contract administrator fees2013-12-31$117,719
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2013-12-31592742314
2012 : UKG RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$26,064,642
Total of all expenses incurred2012-12-31$3,095,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,982,610
Expenses. Certain deemed distributions of participant loans2012-12-31$13,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,702,987
Value of total assets at end of year2012-12-31$94,700,068
Value of total assets at beginning of year2012-12-31$71,730,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$99,044
Total interest from all sources2012-12-31$60,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,040
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,957,820
Participant contributions at end of year2012-12-31$1,624,755
Participant contributions at beginning of year2012-12-31$1,285,059
Participant contributions at beginning of year2012-12-31$204,417
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,841,635
Administrative expenses (other) incurred2012-12-31$89,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,969,607
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,700,068
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,730,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$93,075,313
Value of interest in pooled separate accounts at beginning of year2012-12-31$70,181,636
Interest on participant loans2012-12-31$60,693
Net investment gain/loss from pooled separate accounts2012-12-31$10,300,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,903,532
Employer contributions (assets) at beginning of year2012-12-31$59,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,982,610
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2012-12-31592742314
2011 : UKG RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$10,911,770
Total of all expenses incurred2011-12-31$2,556,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,438,826
Expenses. Certain deemed distributions of participant loans2011-12-31$36,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,981,513
Value of total assets at end of year2011-12-31$71,730,461
Value of total assets at beginning of year2011-12-31$63,374,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$80,350
Total interest from all sources2011-12-31$55,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,995
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,374,566
Participant contributions at end of year2011-12-31$1,285,059
Participant contributions at beginning of year2011-12-31$1,302,298
Participant contributions at end of year2011-12-31$204,417
Participant contributions at beginning of year2011-12-31$174,634
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,156,518
Administrative expenses (other) incurred2011-12-31$73,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,355,656
Value of net assets at end of year (total assets less liabilities)2011-12-31$71,730,461
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,374,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$61,846,921
Value of interest in pooled separate accounts at end of year2011-12-31$70,181,636
Interest on participant loans2011-12-31$55,782
Net investment gain/loss from pooled separate accounts2011-12-31$-2,125,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,450,429
Employer contributions (assets) at end of year2011-12-31$59,349
Employer contributions (assets) at beginning of year2011-12-31$50,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,438,826
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERKOWITZ POLLACK BRANT
Accountancy firm EIN2011-12-31592742314
2010 : UKG RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$16,711,961
Total of all expenses incurred2010-12-31$1,486,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,417,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,452,092
Value of total assets at end of year2010-12-31$63,374,805
Value of total assets at beginning of year2010-12-31$48,149,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,309
Total interest from all sources2010-12-31$53,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,903,812
Participant contributions at end of year2010-12-31$1,302,298
Participant contributions at beginning of year2010-12-31$878,823
Participant contributions at end of year2010-12-31$174,634
Participant contributions at beginning of year2010-12-31$130,715
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$526,218
Administrative expenses (other) incurred2010-12-31$61,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,225,298
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,374,805
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,149,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$61,846,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$47,101,606
Interest on participant loans2010-12-31$53,544
Net investment gain/loss from pooled separate accounts2010-12-31$7,206,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,022,062
Employer contributions (assets) at end of year2010-12-31$50,952
Employer contributions (assets) at beginning of year2010-12-31$38,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,417,354
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERKOWITZ DICK POLLACK & BRANT CPAS
Accountancy firm EIN2010-12-31592742314
2009 : UKG RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UKG RETIREMENT SAVINGS PLAN

2022: UKG RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UKG RETIREMENT SAVINGS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UKG RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UKG RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UKG RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UKG RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UKG RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UKG RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: UKG RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UKG RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UKG RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: UKG RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UKG RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $100,000
Total amount of fees paid to insurance companyUSD $297,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees202851
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION & OTHER ALLOWANCES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $100,000
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered5763
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $275,000
Total amount of fees paid to insurance companyUSD $17,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $275,000
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees17350
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered5143
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $409,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees275000
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered4605
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $489,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees275000
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered3039
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $415,238
Total amount of fees paid to insurance companyUSD $189,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $207,619
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees189493
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered2167
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $397,472
Total amount of fees paid to insurance companyUSD $71,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171,226
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees71435
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered1721
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $328,965
Total amount of fees paid to insurance companyUSD $54,822
Commission paid to Insurance BrokerUSD $131,586
Insurance broker organization code?3
Amount paid for insurance broker fees54822
Insurance broker nameTHE PENSION STUIDO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered1448
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $248,657
Total amount of fees paid to insurance companyUSD $41,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,463
Insurance broker organization code?3
Amount paid for insurance broker fees41510
Insurance broker nameTHE PENSION STUIDO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered1213
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $207,548
Total amount of fees paid to insurance companyUSD $34,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18868
Policy instance 1
Insurance contract or identification number18868
Number of Individuals Covered1044
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $158,836
Total amount of fees paid to insurance companyUSD $34,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,534
Insurance broker organization code?3
Amount paid for insurance broker fees34949
Insurance broker nameTHE PENSION STUDIO

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