Department of Labor filing

UNITED CENTER JOINT VENTURE

UNITED CENTER JOINT VENTURE 401K AND SUPPLEMENTAL RETIREMENT PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 8, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

81filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,587

Reported employer contributions per active participant.

Higher than about 91% of comparable plans
#People in the filing
331

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$67 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 59% of comparable plans
Investment performance
Not available

Plan assets changed 21.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202381out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $1,160 · based on 247 comparable plans
Lower reported administrative expense59th percentileTypical peer $94 · based on 260 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, UNITED CENTER JOINT VENTURE reported $856,238 in employer contributions across the plan and 331 active participants. That works out to $2,587 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 42.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 14.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context81/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$856,238
Participant contributions
$938,636
Other contributions
$77,220
Employer share of reported contributions
47.7%
Beginning assets
$16,615,895
Ending assets
$20,133,556
Ending net assets
$20,133,556
Ending liabilities
$0
Total income
$4,397,559
Total expenses
$879,898
Administrative expenses
$28,844
Participant loans
$61,897

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,821
2023
$2,587
Plan-paid administrative expenses per participant
2022
$78
2023
$67
Active participants
2022
375
2023
331
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$2,58733120.1M20241008144203NAL0030250496001
2022$1,82137516.6M20231016121317NAL0050564176001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
363676920-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1994
Industry
Arts, entertainment, and recreation
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20241008144203NAL0030250496001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗