2023 Form 5500 filing — Savings Plan For Transcontinental Us, LLC And Certain Of Its Affiliates
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 20240912101844NAL0014444832001) for Savings Plan For Transcontinental Us, LLC And Certain Of Its Affiliates, reported by Transcontinental Us, LLC under EIN 76-0678895 and plan number 003. It reports 2,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912101844NAL0014444832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transcontinental Us, LLC
- EIN
- 76-0678895
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 2,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,712,071
- Net assets (EOY)
- $179,712,071
- Employer contributions
- $4,318,371
- Participant contributions
- $11,807,885
- Total income / additions
- $44,283,814
- Benefits paid
- $27,671,938
- Administrative expenses
- $394,081
- Total expenses
- $28,110,648
- Net increase / (decrease)
- $16,173,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $219,405 | $0 |
| Aon Hewitt Investment Consulting | ADVISOR | $137,067 | not reported in the loaded dataset |
| Forvis, Llp | AUDITOR | $19,425 | not reported in the loaded dataset |
| Stoel Rives Llp | LEGAL | $18,184 | not reported in the loaded dataset |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |