United Pension Plan
Sponsored by United Fire & Casualty Co · EIN 420644327 · Plan #001
- Total assets
- $241M
- Net assets
- $241M
- Active participants
- 652
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $201,399 |
| Capfinancial Partners, L | Investment advisory (plan), Direct payment from the plan | $18,875 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |