How big is United Benefits Group's plan?

United Benefits Group's plan reported $4.4M in assets and 18 participants for 2024.

Original filing (PDF)20250626105634NAL0005124547001

United Benefits Group

Name: United Benefits Group — UBG 401(k) - UBG, Form 5500 (2024)
Creator: United Benefits Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBG 401(k) - UBG

401(k) retirement plan · United Benefits Group's UBG 401(k) - UBG held $4.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Brent Evans signed United Benefits Group's 2024 Form 5500 as plan administrator.

Brent Evans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Benefits Group's EIN is 01-0689331.

EIN 01-0689331

Plan number 030

Plan year 2024

ACK ID 20250626105634NAL0005124547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Benefits Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Benefits Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED BENEFITS GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score