Original filing (PDF)20250627072348NAL0022170962001

UNITED PROFESSIONAL BENEFITS

Name: UNITED PROFESSIONAL BENEFITS — UNITED PROFESSIONAL BENEFITS SAFE HARBOR PLAN, Form 5500 (2024)
Creator: UNITED PROFESSIONAL BENEFITS

Form 5500-SF

FILING_RECEIVED

UNITED PROFESSIONAL BENEFITS SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED PROFESSIONAL BENEFITS.

Plan sponsor

Name

UNITED PROFESSIONAL BENEFITS

EIN

88-0944684all filings

Address

19607 NYS RT. 3 · WATERTOWN, NY · 13601

Phone

(316) 779-0700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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