Fidelity bond in place
Not reported
Filing
Universal Avionics Health and Welfare Plan
UNIVERSAL AVIONICS SYSTEMS CORP • EIN 61-1861935 • Plan year 2022
Filing Insights
Participants
Up313 → 329
16 • 5.11%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 345 | $64,786,515 | $4,192,171 | $12,151iApproximate average salary by contribution assumption: employee only about $303,781 at 4% or $202,520 at 6%; with 50% employer match about $202,520 at 4% or $135,014 at 6%; with 100% employer match about $151,890 at 4% or $101,260 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 333 | $64,786,515 | $4,192,171 | $12,589iApproximate average salary by contribution assumption: employee only about $314,728 at 4% or $209,818 at 6%; with 50% employer match about $209,818 at 4% or $139,879 at 6%; with 100% employer match about $157,364 at 4% or $104,909 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 345 | - | - | - |
| 2023 | 2 | 334 | $58,748,269 | $4,146,832 | $12,416iApproximate average salary by contribution assumption: employee only about $310,392 at 4% or $206,928 at 6%; with 50% employer match about $206,928 at 4% or $137,952 at 6%; with 100% employer match about $155,196 at 4% or $103,464 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 334 | $58,748,269 | $4,146,832 | $12,416iApproximate average salary by contribution assumption: employee only about $310,392 at 4% or $206,928 at 6%; with 50% employer match about $206,928 at 4% or $137,952 at 6%; with 100% employer match about $155,196 at 4% or $103,464 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 327 | - | - | - |
| 2022 | 2 | 329 | $51,656,965 | $3,897,608 | $11,847iApproximate average salary by contribution assumption: employee only about $296,171 at 4% or $197,447 at 6%; with 50% employer match about $197,447 at 4% or $131,631 at 6%; with 100% employer match about $148,085 at 4% or $98,724 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 329 | $51,656,965 | $3,897,608 | $11,847iApproximate average salary by contribution assumption: employee only about $296,171 at 4% or $197,447 at 6%; with 50% employer match about $197,447 at 4% or $131,631 at 6%; with 100% employer match about $148,085 at 4% or $98,724 at 6%. |
| Universal Avionics Health and Welfare Plan | Current | 329 | - | - | - |
| 2021 | 2 | 317 | $64,845,106 | $3,780,503 | $11,926iApproximate average salary by contribution assumption: employee only about $298,147 at 4% or $198,765 at 6%; with 50% employer match about $198,765 at 4% or $132,510 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 317 | $64,845,106 | $3,780,503 | $11,926iApproximate average salary by contribution assumption: employee only about $298,147 at 4% or $198,765 at 6%; with 50% employer match about $198,765 at 4% or $132,510 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 313 | - | - | - |
| 2020 | 2 | 350 | $61,594,089 | $4,278,451 | $12,224iApproximate average salary by contribution assumption: employee only about $305,604 at 4% or $203,736 at 6%; with 50% employer match about $203,736 at 4% or $135,824 at 6%; with 100% employer match about $152,802 at 4% or $101,868 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 350 | $61,594,089 | $4,278,451 | $12,224iApproximate average salary by contribution assumption: employee only about $305,604 at 4% or $203,736 at 6%; with 50% employer match about $203,736 at 4% or $135,824 at 6%; with 100% employer match about $152,802 at 4% or $101,868 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 345 | - | - | - |
| 2019 | 2 | 411 | $54,531,664 | $4,815,852 | $11,717iApproximate average salary by contribution assumption: employee only about $292,935 at 4% or $195,290 at 6%; with 50% employer match about $195,290 at 4% or $130,193 at 6%; with 100% employer match about $146,468 at 4% or $97,645 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 411 | $54,531,664 | $4,815,852 | $11,717iApproximate average salary by contribution assumption: employee only about $292,935 at 4% or $195,290 at 6%; with 50% employer match about $195,290 at 4% or $130,193 at 6%; with 100% employer match about $146,468 at 4% or $97,645 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 391 | - | - | - |
| 2018 | 2 | 435 | $43,462,250 | $49,610,330 | $114,047iApproximate average salary by contribution assumption: employee only about $2,851,168 at 4% or $1,900,779 at 6%; with 50% employer match about $1,900,779 at 4% or $1,267,186 at 6%; with 100% employer match about $1,425,584 at 4% or $950,389 at 6%. |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | - | 435 | $43,462,250 | $49,610,330 | $114,047iApproximate average salary by contribution assumption: employee only about $2,851,168 at 4% or $1,900,779 at 6%; with 50% employer match about $1,900,779 at 4% or $1,267,186 at 6%; with 100% employer match about $1,425,584 at 4% or $950,389 at 6%. |
| Universal Avionics Health and Welfare Plan | - | 426 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Form Id
- 7
- Ins Broker Name
- LOCKTON COMPANIES, LLC
- Ins Broker US Address1
- 8110 EAST UNION AVENUE, SUITE 700
- Ins Broker US City
- DENVER
- Ins Broker US State
- CO
- Ins Broker US ZIP
- 80237
- Ins Broker Comm Pd Amount
- $13,394
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 2
- Form Id
- 4
- Ins Broker Name
- LOCKTON COMPANIES, LLC
- Ins Broker US Address1
- PO BOX 173850
- Ins Broker US City
- DENVER
- Ins Broker US State
- CO
- Ins Broker US ZIP
- 80217
- Ins Broker Comm Pd Amount
- $34,419
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 3
- Form Id
- 5
- Ins Broker Name
- CBIZ WORKSITE SERVICES, INC.
- Ins Broker US Address1
- 897 12TH STREET
- Ins Broker US City
- HAMMONTON
- Ins Broker US State
- NJ
- Ins Broker US ZIP
- 08037
- Ins Broker Comm Pd Amount
- $92
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 4
- Form Id
- 6
- Ins Broker Name
- CUSTOM BENEFIT PROGRAMS, INC.
- Ins Broker US Address1
- 897 12TH STREET
- Ins Broker US City
- HAMMONTON
- Ins Broker US State
- NJ
- Ins Broker US ZIP
- 08037
- Ins Broker Comm Pd Amount
- $45
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 5
- Form Id
- 4
- Ins Broker Name
- LOCKTON COMPANIES, LLC
- Ins Broker US Address1
- 444 WEST 47TH STREET, SUITE 900
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64112
- Ins Broker Comm Pd Amount
- $0
- Ins Broker Fees Pd Amount
- $2,869
- Ins Broker Fees Pd Text
- SUPPLEMENTAL COMPENSATION
- Ins Broker Code
- 3
- Row 6
- Form Id
- 6
- Ins Broker Name
- LOVITT & TOUCHE
- Ins Broker US Address1
- 1050 WEST WASHINGTON STREET
- Ins Broker US Address2
- SUITE 233
- Ins Broker US City
- TEMPE
- Ins Broker US State
- AZ
- Ins Broker US ZIP
- 85281
- Ins Broker Comm Pd Amount
- $33
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 7
- Form Id
- 5
- Ins Broker Name
- MARSH AND MCLENNAN AGENCY
- Ins Broker US Address1
- 7202 EAST ROSEWOOD, SUITE 200
- Ins Broker US City
- TUCSON
- Ins Broker US State
- AZ
- Ins Broker US ZIP
- 85751
- Ins Broker Comm Pd Amount
- $63
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Code
- 3
- Row 8
- Ins Carrier Name: HEALTH ADVOCATE SOLUTIONS, INC.
- Form Id
- 1
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- HEALTH ADVOCATE SOLUTIONS, INC.
- Ins Carrier EIN
- 23-3080019
- Ins Carrier Naic Code
- 00000
- Ins Contract Num
- 00
- Ins Prsn Covered End of year Count
- 329
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- EMPLOYEE ASSISTANCE PROGRAM
- Wlfr Total Charges Paid Amount
- $6,512
- Ins Fail Provide Info Indicator
- No
- Row 9
- Ins Carrier Name: WELLDYNE
- Form Id
- 2
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- WELLDYNE
- Ins Carrier EIN
- 84-1515837
- Ins Carrier Naic Code
- 00000
- Ins Contract Num
- 76411713A ET AL
- Ins Prsn Covered End of year Count
- 329
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Drug Indicator
- Yes
- Wlfr Total Charges Paid Amount
- $898,631
- Ins Fail Provide Info Indicator
- Yes
- Ins Fail Provide Info Text
- DID NOT PROVIDE THEIR EIN AND THE APPROXIMATE NUMBER OF PERSONS COVERED.
- Row 10
- Ins Carrier Name: VISION SERVICE PLAN
- Form Id
- 3
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- VISION SERVICE PLAN
- Ins Carrier EIN
- 06-1227840
- Ins Carrier Naic Code
- 39616
- Ins Contract Num
- 30081579
- Ins Prsn Covered End of year Count
- 294
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Vision Indicator
- Yes
- Wlfr Total Charges Paid Amount
- $42,685
- Ins Fail Provide Info Indicator
- No
- Row 11
- Ins Carrier Name: TRANSAMERICA LIFE INSURANCE COMPANY
- Form Id
- 5
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- TRANSAMERICA LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 39-0989781
- Ins Carrier Naic Code
- 86231
- Ins Contract Num
- ER00000248
- Ins Prsn Covered End of year Count
- 7
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $155
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- BUSINESS TRAVEL ACCIDENT, ACCIDENT
- Wlfr Total Charges Paid Amount
- $1,361
- Ins Fail Provide Info Indicator
- No
- Row 12
- Ins Carrier Name: METROPOLITAN LIFE INSURANCE COMPANY
- Form Id
- 4
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- METROPOLITAN LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5581829
- Ins Carrier Naic Code
- 65978
- Ins Contract Num
- 187052
- Ins Prsn Covered End of year Count
- 1,124
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $34,419
- Ins Broker Fees Total Amount
- $2,869
- Wlfr Bnft Dental Indicator
- Yes
- Wlfr Bnft Life Insur Indicator
- Yes
- Wlfr Bnft Temp Disab Indicator
- Yes
- Wlfr Bnft Long Terminate Disab Indicator
- Yes
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- ACCIDENTAL DEATH AND DISMEMBERMENT
- Wlfr Total Charges Paid Amount
- $552,694
- Ins Fail Provide Info Indicator
- No
- Row 13
- Ins Carrier Name: PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
- Form Id
- 6
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
- Ins Carrier EIN
- 62-0331200
- Ins Carrier Naic Code
- 68195
- Ins Contract Num
- 8460638
- Ins Prsn Covered End of year Count
- 16
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $78
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Life Insur Indicator
- Yes
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- CRITICAL ILLNESS
- Wlfr Total Charges Paid Amount
- $1,104
- Ins Fail Provide Info Indicator
- No
- Row 14
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Form Id
- 7
- Schedule A Plan Year Begin Date
- 2022-01-01
- Schedule A Plan Year End Date
- 2022-12-31
- Schedule A Plan Num
- 601
- Schedule A EIN
- 61-1861935
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 124420 0001
- Ins Prsn Covered End of year Count
- 334
- Ins Policy From Date
- 2022-01-01
- Ins Policy To Date
- 2022-12-31
- Ins Broker Comm Total Amount
- $13,394
- Ins Broker Fees Total Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- LONG TERM CARE
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Total Charges Paid Amount
- $66,968
- Ins Fail Provide Info Indicator
- No
Filing received by DOL Jul 09, 2023