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401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. 401k Plan overview

Plan Name401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC.
Plan identification number 001

401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

UNITED EMPLOYERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED EMPLOYERS ASSOCIATION
Employer identification number (EIN):930302009
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN HAMBY2024-08-16
0012022-01-01KAREN HAMBY2023-07-21
0012021-01-01KAREN HAMBY2022-09-07
0012020-01-01BECCA WIEGAND2021-07-27
0012019-01-01BECCA WIEGAND2020-06-26
0012018-01-01BECCA WIEGAND2019-05-20
0012017-01-01BECCA WIEGAND2018-10-05
0012016-01-01BECCA WIEGAND2017-09-25
0012016-01-01BECCA WIEGAND2018-09-19
0012015-01-01HEATHER LYELL2016-10-03
0012014-01-01MARKO OKSANEN2015-06-01
0012013-01-01MARKO OKSANEN2014-08-04
0012012-01-01GINA DELAHUNT2013-07-19
0012011-01-01VICKIE BASARABA2012-07-06
0012010-01-01VICKIE BASARABA2011-07-25 VICKE BASARABA2011-07-25

Financial Data on 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC.

Measure Date Value
2025 : 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-25145
Total liabilities as of the beginning of the plan year2025-07-2576
Total expenses incurred by plan in this plan year2025-07-2512023
Net assets as of the end of the plan year2025-07-253366974
Total assets as of the beginning of the plan year2025-07-252906212
Value of plan covered by a fidelity bond2025-07-25290622
Participant contributions to plan in this plan year2025-07-25110625
Value of participant loans at end of plan year2025-07-252391
Other income to plan in this plan year2025-07-25297201
Plan net income in this plan year2025-07-25460693
Net assets as of the end of the plan year2025-07-253366829
Net assets as of the beginning of the plan year2025-07-252906136
Value of contributions failed to transmitted timely2025-07-253281
Employer contributions to plan in this plan year2025-07-2564890
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2512023
2024 : 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-1676
Total liabilities as of the beginning of the plan year2024-08-162141
Total expenses incurred by plan in this plan year2024-08-16109592
Net assets as of the end of the plan year2024-08-162906212
Total assets as of the beginning of the plan year2024-08-162310931
Value of plan covered by a fidelity bond2024-08-16231094
Participant contributions to plan in this plan year2024-08-16132395
Value of participant loans at end of plan year2024-08-163803
Other contributions to plan in this plan year2024-08-16170623
Other income to plan in this plan year2024-08-16342748
Plan net income in this plan year2024-08-16597346
Net assets as of the end of the plan year2024-08-162906136
Net assets as of the beginning of the plan year2024-08-162308790
Value of contributions failed to transmitted timely2024-08-163281
Employer contributions to plan in this plan year2024-08-1661172
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-168209
2022 : 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-0726
Total liabilities as of the beginning of the plan year2022-09-070
Total expenses incurred by plan in this plan year2022-09-0732232
Net assets as of the end of the plan year2022-09-072674071
Total assets as of the beginning of the plan year2022-09-072290133
Value of plan covered by a fidelity bond2022-09-07229014
Participant contributions to plan in this plan year2022-09-07101857
Other income to plan in this plan year2022-09-07255836
Plan net income in this plan year2022-09-07383912
Net assets as of the end of the plan year2022-09-072674045
Net assets as of the beginning of the plan year2022-09-072290133
Employer contributions to plan in this plan year2022-09-0758451
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-077424

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