Universal Group's EIN is 66-0313825.
Download the official 2024 Form 5500 (PDF) for Universal Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $235K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1PAAEX | Other securities | — | $5.6M | $5.7M | 4.3% | |
| PARTICIPANT LOANS VARIOUS / 4.250-9.500 | Participant loans | — | — | $5.0M | 3.7% | |
| 1PTRX40 | Other securities | — | $1.8M | $2.4M | 1.8% | |
| PUTNAM RET ADVANTAGE TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| 1PTRX45 | Other securities | — | $1.5M | $2.1M | 1.5% | |
| PUTNAM RET ADVANTAGE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.1M | 1.5% | |
| 1PTRX35 | Other securities | — | $979K | $1.3M | 1.0% | |
| PUTNAM RET ADVANTAGE TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| 1PTRX25 | Other securities | — | $950K | $1.1M | 0.9% | |
| PUTNAM RET ADVANTAGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| 1PTRX30 | Other securities | — | $699K | $871K | 0.6% | |
| PUTNAM RET ADVANTAGE TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $871K | 0.6% | |
| 1PTRX50 | Other securities | — | $647K | $858K | 0.6% | |
| PUTNAM RET ADVANTAGE TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $858K | 0.6% | |
| 1PAEEX | Other securities | — | $781K | $805K | 0.6% | |
| 1PTTEX | Other securities | — | $567K | $755K | 0.6% | |
| 1PTRX55 | Other securities | — | $507K | $706K | 0.5% | |
| PUTNAM RET ADVANTAGE TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $706K | 0.5% | |
| 1PTRXMT | Other securities | — | $276K | $311K | 0.2% | |
| PUTNAM RET ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $311K | 0.2% | |
| 1PTRX60 | Other securities | — | $88K | $107K | <0.1% | |
| PUTNAMM RET ADVANTAGE TRST 2060X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $107K | <0.1% |
| — |
| EL SEGUNDO, CA |
| BROKER/ ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLUS INC | — | SAN JUAN, PR | AUDITOR | $0 | — |
