Original filing (PDF)20250313120157NAL0034729248001

UNITED UNIVERSITY PROFESSIONS

Name: UNITED UNIVERSITY PROFESSIONS — UNITED UNIVERSITY PROFESSIONS EMPLOYEES' PENSION PLAN, Form 5500 (2023)
Creator: UNITED UNIVERSITY PROFESSIONS

Form 5500-SF

FILING_RECEIVED

UNITED UNIVERSITY PROFESSIONS EMPLOYEES' PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED UNIVERSITY PROFESSIONS.

Plan sponsor

Name

UNITED UNIVERSITY PROFESSIONS

EIN

14-1537599

Address

PO BOX 15143 · ALBANY, NY · 122125143

Phone

(518) 640-6600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BOARD OF TRUSTEES, LOS ANGELES POLICE PROTECTIVE

LOS ANGELES POLICE PROTECTIVE LEAGUE LEGAL DEFENSE PLAN TRUST

$10.8M · 8,203 participants

LOCAL UNION 18 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

LOCAL UNION 18, IBEW 401(K) PLAN

$10.9M · 22 participants

ROOFERS LOCAL UNION #210 BOARD OF TRUSTEES

ROOFERS LOCAL UNION #210 MONEY PURCHASE PENSION PLAN

$10.6M · 235 participants

COMPOSITION ROOFERS LOCAL #4-WELFARE FUND

COMPOSITION ROOFERS LOCAL NO. 4 WELFARE FUND

$11.0M · 110 participants