2023 Form 5500 filing — U.S. Borax Inc. 401(K) Savings & Retirement Contribution Plan For Represented Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719162933NAL0015158626001) for U.S. Borax Inc. 401(K) Savings & Retirement Contribution Plan For Represented Employees, reported by U.S. Borax Inc. under EIN 98-0047580 and plan number 007. It reports 767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719162933NAL0015158626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Borax Inc.
- EIN
- 98-0047580
- Plan number
- 007
- Location
- South Jordan, UT
- Participants
- 767
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,652,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,652,923
- Employer contributions
- $2,321,833
- Participant contributions
- $3,557,727
- Total income / additions
- $15,327,323
- Benefits paid
- $4,826,357
- Administrative expenses
- $48,465
- Total expenses
- $4,874,822
- Net increase / (decrease)
- $10,452,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, P.C. | NONE | $29,955 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,673 | $0 |
| Morgan, Lewis & Bockius Llp | NONE | $5,837 | not reported in the loaded dataset |