How big is Universal Financial Group's plan?

Universal Financial Group's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20250929134901NAL0026921234001

Universal Financial Group

Name: Universal Financial Group — Universal Financial, Form 5500 (2024)
Creator: Universal Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Financial Group MCF Benefit Plan

Health & welfare plan · Universal Financial Group's Universal Financial Group MCF Benefit Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$361

People on this filing

KARA Corches signed Universal Financial Group's 2024 Form 5500 as plan administrator.

KARA Corches — 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

Universal Financial Group's EIN is 43-1664931.

EIN 43-1664931

Plan number 501

Plan year 2024

ACK ID 20250929134901NAL0026921234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score