United Benefits Consulting, Inc. Retirement Savings Plan
United Benefits Consulting, Inc., Lindon UT. Employer ID 562551817, plan number 002. Annual reports on file for 2015 to 2024.
Where the money went
Plans that moved money into this one:
- 2017: money from Resource Management, Inc. 401(k) Plan moved in.
- 2017: money from Cii, Esg, Pem, and Psm 401k Retirement Savings moved in.
- 2018: money from Oasis Retirement Savings Plan moved in.
- 2019: money from 1 Source Business Solutions 401(k) Plan moved in.
- 2020: money from American Nutrition, Inc. 401(k) Plan moved in.
- 2020: money from Helpside Inc. 401(k) Plan moved in.
- 2021: money from Insperity 401k Plan moved in.
- 2022: money from Ataraxis, Inc. Retirement Savings Plan moved in.
- 2023: money from Engage Peo Retirement Savings Plan moved in.
- 2023: money from Insperity 401k Plan moved in.
- 2024: money from G & a Partners Multiple Employer 401(k) Plan moved in.
- 2024: money from Ataraxis Peo Retirement Savings Plan moved in.
- Filed 2015-2024United Benefits Consulting, Inc. Retirement Savings Plan, United Benefits Consulting, Inc.
- 2024Assets transferred to Engage Peo Retirement Savings Plan
- TodayEngage Peo Retirement Savings Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2024: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2015 | 6 | — | Filing |
| 2016 | 162 | — | Filing |
| 2017 | 445 | 47 | Filing |
| 2018 | 270 | 260 | Filing |
| 2019 | 1,262 | 250 | Filing |
| 2020 | 1,730 | 218 | Filing |
| 2021 | 3,003 | 447 | Filing |
| 2022 | 3,910 | 606 | Filing |
| 2023 | 3,217 | 1,144 | Filing |
| 2024 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.