2023 Form 5500 filing — Ust LLC Retirement Income Plan For Hourly 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 20241003152635NAL0020001730001) for Ust LLC Retirement Income Plan For Hourly Employees, reported by Ust LLC under EIN 06-1193986 and plan number 003. It reports 989 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152635NAL0020001730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ust LLC
- EIN
- 06-1193986
- Plan number
- 003
- Location
- Richmond, VA
- Participants
- 989
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,330,975
- Total liabilities (EOY)
- $6,065,272
- Net assets (EOY)
- $145,265,703
- Total income / additions
- $23,152,108
- Benefits paid
- $7,154,673
- Administrative expenses
- $461,817
- Total expenses
- $7,616,490
- Net increase / (decrease)
- $15,535,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investmt Instit Op Co Inc | RECORDKEEPER | $170,693 | not reported in the loaded dataset |
| Pacific Investment Mgmt Co LLC | INVESTMENT MANAGER | $85,069 | $0 |
| Pricewaterhousecoopers Llp | AUDITOR | $56,000 | not reported in the loaded dataset |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $21,465 | $0 |
| Willis Towers Watson | ACTUARY | $18,014 | not reported in the loaded dataset |
| Eversheds Sutherland (Us) Llp | ATTORNEY | $6,084 | not reported in the loaded dataset |