2023 Form 5500 filing — Transervice Retirement Plan For Non-Union 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 20241011104936NAL0022608241001) for Transervice Retirement Plan For Non-Union Employees, reported by Transervice Logistics, Inc. under EIN 11-3283281 and plan number 020. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.9MReported net assets$26,895,841
Participants301
Provider compensation$15.3K1 Schedule C row(s)$15,288
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011104936NAL0022608241001
Plan sponsor
Transervice Logistics, Inc.
EIN
11-3283281
Plan number
020
Location
New Hyde Park, NC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.9M total assets
Net assets$26.9MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$6.3M
Benefits paid / distributions$6.2M
Contributions
Employer$0
Participant$1.5M
Full reported line items
Total assets (EOY)
$26,895,841
Total liabilities (EOY)
$0
Net assets (EOY)
$26,895,841
Employer contributions
$0
Participant contributions
$1,484,988
Total income / additions
$6,353,056
Benefits paid
$6,153,841
Administrative expenses
$34,288
Total expenses
$6,254,130
Net increase / (decrease)
$98,926

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$15,288$0

Related Form 5500 pages