2023 Form 5500 filing — Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered 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 20241014125437NAL0052319842001) for Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees, reported by Ucor LLC under EIN 85-2867528 and plan number 335. It reports 1,969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125437NAL0052319842001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ucor LLC
- EIN
- 85-2867528
- Plan number
- 335
- Location
- Oak Ridge, TN
- Participants
- 1,969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $326,955,201
- Total liabilities (EOY)
- $365,150
- Net assets (EOY)
- $326,590,051
- Employer contributions
- $23,599,317
- Total income / additions
- $62,857,101
- Benefits paid
- $29,227,201
- Administrative expenses
- $1,671,564
- Total expenses
- $30,898,765
- Net increase / (decrease)
- $31,958,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $998,015 | $0 |
| Mercer | NONE | $529,000 | not reported in the loaded dataset |
| Truist Bank | NONE | $105,154 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | NONE | $30,500 | not reported in the loaded dataset |