UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT

  • Address: 603 MAIN STREET,WINDERMERE,FL
  • Contact person: LYNN SCHRADER
  • Phone: (407) 876-2200

UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $4,609,106.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 209

In 2021, the average participant retirement account value for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $22,053.00

In 2021, the estimated average employee contribution amount per participant for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is $436.00

In 2021, the estimated average employer match for an employee in UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is approximately $0.00

In 2021, UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT allocates $144.00 to match its employees' contributions, providing an employer match rate of 0.16% of their contributions

In 2021, the total retirement plan asset growth rate of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 7.68%

In 2021, the estimated aggregate retirement account investment gain/loss for UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 16.55%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of UMC INCENTIVE-BASED RETIREMENT PLAN AND TRUST AGREEMENT is 0.25%.

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