Original filing (PDF)20251006103202NAL0001788019001

UNITED DISABILITY SERVICES, INC.

Name: UNITED DISABILITY SERVICES, INC. — UNITED DISABILITY SERVICES DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: UNITED DISABILITY SERVICES, INC.

Form 5500

FILING_RECEIVED

UNITED DISABILITY SERVICES DEFINED BENEFIT PLAN

Defined-benefit pension plan

Signals · 2

42% in single holding~87 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED DISABILITY SERVICES, INC..

Plan sponsor

Name

UNITED DISABILITY SERVICES, INC.

EIN

34-1374195

Address

701 S MAIN ST · AKRON, OH · 443111019

Phone

(330) 762-9755

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

BOBER, MARKEY, FEDOROVICH AND CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK	25-1211909	AKRON, OH	TRUSTEE	$29K	—

Investments

6 direct securities· $6.1M(100% of reported assets)

Uncategorized

$6.1M

5 holdings

Common Stocks

$2K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
MONEY MARKET FUND FIDELITY GOVERNMENT MM INSTITUTIONAL CLASS FD Money market fund	—	—	$2.5M	$2.5M	75.0%
Gain N/A 1,401,259 N/A	—	—	—	$1.6M	47.9%
(h) on Transaction Date$ $ Current Value of Asset (g)	—	—

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