401k Plan data: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN plan

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

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

UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: UNITED GROUPS PROGRAMS, INC.

Employer identification number (EIN): 591896277

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 ALICE COWART 2021-09-01 ALICE COWART 2021-09-01
002 2019-01-01 ALICE COWART 2020-10-12
002 2018-01-01 SHERRYANN LARUSSO 2019-07-24 SHERRYANN LARUSSO 2019-07-24
002 2017-01-01 SHERRYANN LARUSSO 2018-07-16
002 2015-01-01 ALLEN STERN ALLEN STERN 2016-06-15
002 2014-01-01 ALLEN STERN ALLEN STERN 2015-07-23
002 2013-01-01 ALLEN STERN ALLEN STERN 2014-06-20
002 2012-01-01 ALLEN STERN ALLEN STERN 2013-09-16
002 2011-01-01 ALLEN STERN ALLEN STERN 2012-07-11
002 2010-01-01 ALLEN STERN 2011-03-11 ALLEN STERN 2011-03-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	ALICE COWART	2021-09-01	ALICE COWART	2021-09-01
002	2019-01-01	ALICE COWART	2020-10-12
002	2018-01-01	SHERRYANN LARUSSO	2019-07-24	SHERRYANN LARUSSO	2019-07-24
002	2017-01-01	SHERRYANN LARUSSO	2018-07-16
002	2015-01-01	ALLEN STERN		ALLEN STERN	2016-06-15
002	2014-01-01	ALLEN STERN		ALLEN STERN	2015-07-23
002	2013-01-01	ALLEN STERN		ALLEN STERN	2014-06-20
002	2012-01-01	ALLEN STERN		ALLEN STERN	2013-09-16
002	2011-01-01	ALLEN STERN		ALLEN STERN	2012-07-11
002	2010-01-01	ALLEN STERN	2011-03-11	ALLEN STERN	2011-03-11

Plan Statistics for UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN

401k plan membership statisitcs for UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN

Measure Date Value
2023: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 72
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 32
Total of all active and inactive participants 2023-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 104
Number of participants with account balances 2023-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 74
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 107
Number of participants with account balances 2022-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 62
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 99
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2015: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	72
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	32
Total of all active and inactive participants	2023-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	104
Number of participants with account balances	2023-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	74
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	107
Number of participants with account balances	2022-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	62
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	99
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2015: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

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

Measure	Date	Value
2023 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$651,625
Expenses. Total of all expenses incurred	2023-12-31	$665,949
Benefits paid (including direct rollovers)	2023-12-31	$662,433
Total plan assets at end of year	2023-12-31	$1,216,097
Total plan assets at beginning of year	2023-12-31	$1,230,421
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$238,684
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$109,911
Other income received	2023-12-31	$228,446
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-14,324
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,216,097
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,230,421
Assets. Value of participant loans	2023-12-31	$65,789
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$74,584
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$1,131
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$2,385
2022 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-66,474
Expenses. Total of all expenses incurred	2022-12-31	$448,697
Benefits paid (including direct rollovers)	2022-12-31	$423,104
Total plan assets at end of year	2022-12-31	$1,230,421
Total plan assets at beginning of year	2022-12-31	$1,745,592
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$220,540
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,612
Other income received	2022-12-31	$-288,626
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-515,171
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,230,421
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,745,592
Assets. Value of participant loans	2022-12-31	$10,020
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$24,656
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$937
2021 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$450,786
Expenses. Total of all expenses incurred	2021-12-31	$840,320
Benefits paid (including direct rollovers)	2021-12-31	$839,048
Total plan assets at end of year	2021-12-31	$1,745,592
Total plan assets at beginning of year	2021-12-31	$2,135,126
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$142,907
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$198,674
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-389,534
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,745,592
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,135,126
Assets. Value of participant loans	2021-12-31	$5,818
Total contributions received or receivable from employer(s)	2021-12-31	$109,205
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,272
2015 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$190,443
Expenses. Total of all expenses incurred	2015-12-31	$6,528
Benefits paid (including direct rollovers)	2015-12-31	$2,343
Total plan assets at end of year	2015-12-31	$1,989,401
Total plan assets at beginning of year	2015-12-31	$1,805,486
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$197,489
Contributions received from other sources (not participants or employers)	2015-12-31	$210
Other income received	2015-12-31	$-74,525
Net income (gross income less expenses)	2015-12-31	$183,915
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,989,401
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,805,486
Assets. Value of participant loans	2015-12-31	$9,167
Total contributions received or receivable from employer(s)	2015-12-31	$67,269
Value of corrective distributions	2015-12-31	$3,935
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$250
2014 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$256,578
Expenses. Total of all expenses incurred	2014-12-31	$1,600
Benefits paid (including direct rollovers)	2014-12-31	$1,400
Total plan assets at end of year	2014-12-31	$1,805,486
Total plan assets at beginning of year	2014-12-31	$1,550,508
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$178,363
Other income received	2014-12-31	$12,696
Net income (gross income less expenses)	2014-12-31	$254,978
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,805,486
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,550,508
Assets. Value of participant loans	2014-12-31	$3,946
Total contributions received or receivable from employer(s)	2014-12-31	$65,519
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$200
2013 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$352,498
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,550,508
Total plan assets at beginning of year	2013-12-31	$1,198,010
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$165,171
Other income received	2013-12-31	$128,575
Net income (gross income less expenses)	2013-12-31	$352,498
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,550,508
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,198,010
Total contributions received or receivable from employer(s)	2013-12-31	$58,752
2012 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$251,454
Expenses. Total of all expenses incurred	2012-12-31	$145,101
Benefits paid (including direct rollovers)	2012-12-31	$145,051
Total plan assets at end of year	2012-12-31	$1,198,010
Total plan assets at beginning of year	2012-12-31	$1,091,657
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$147,001
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Other income received	2012-12-31	$50,915
Net income (gross income less expenses)	2012-12-31	$106,353
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,198,010
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,091,657
Total contributions received or receivable from employer(s)	2012-12-31	$53,538
2011 : UNITED GROUP PROGRAMS, INC. RETIREMENT SAVINGS PLA PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$188,698
Expenses. Total of all expenses incurred	2011-12-31	$76,050
Benefits paid (including direct rollovers)	2011-12-31	$75,450
Total plan assets at end of year	2011-12-31	$1,091,657
Total plan assets at beginning of year	2011-12-31	$979,009
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$136,741
Contributions received from other sources (not participants or employers)	2011-12-31	$12,000
Other income received	2011-12-31	$-7,754
Net income (gross income less expenses)	2011-12-31	$112,648
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,091,657
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$979,009
Total contributions received or receivable from employer(s)	2011-12-31	$47,711
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$600

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

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

559519

Policy instance

Insurance contract or identification number	559519
Number of Individuals Covered	94
Insurance policy start date	2021-01-01
Insurance policy end date	2021-07-20
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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