2023 Form 5500 filing — United Steelworkers Of America (Uswa) Savings Program - Pencor Services, Inc. 401(K) Plan
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 20241009154510NAL0018683009001) for United Steelworkers Of America (Uswa) Savings Program - Pencor Services, Inc. 401(K) Plan, reported by Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications under EIN 24-0864880 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154510NAL0018683009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications
- EIN
- 24-0864880
- Plan number
- 003
- Location
- Palmerton, PA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,647,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,647,619
- Employer contributions
- $349,348
- Participant contributions
- $664,204
- Total income / additions
- $2,919,539
- Benefits paid
- $1,520,349
- Administrative expenses
- $58,134
- Total expenses
- $1,596,236
- Net increase / (decrease)
- $1,323,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $52,098 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $28,241 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $3,650 | $917 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $2,386 | not reported in the loaded dataset |