Original filing (PDF)20250929134901NAL0026921234001

UNIVERSAL FINANCIAL GROUP

Name: UNIVERSAL FINANCIAL GROUP — UNIVERSAL FINANCIAL GROUP MCF BENEFIT PLAN, Form 5500 (2024)
Creator: UNIVERSAL FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

UNIVERSAL FINANCIAL GROUP MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$361

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSAL FINANCIAL GROUP

EIN

43-1664931all filings

Address

333 S KIRKWOOD ROAD · SUITE 301 · SAINT LOUIS, MO · 63122

Phone

(314) 721-5522

Industry

Finance & Insurancesee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AZURE CAPITAL PARTNERS, LP

ACP 401(K) PROFIT SHARING PLAN

$1K · 2 participants

OAKVIEW WEALTH SOLUTIONS

OAKVIEW WEALTH SOLUTIONS MCF BENEFIT PLAN

$1K · 2 participants

THE PRIVATE INVESTMENT GRP

THE PRIVATE INVESTMENT GRP SOCA BENEFIT PLAN

$1K · 2 participants

ML CAPITAL MANAGEMENT INC

ML CAPITAL MANAGEMENT INC 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.