2023 Form 5500 filing — Allied Universal 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 20241014133455NAL0052452994001) for Allied Universal 401(K) Plan, reported by Universal Services Of America, L.P. under EIN 61-1790568 and plan number 001. It reports 261,245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133455NAL0052452994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Services Of America, L.P.
- EIN
- 61-1790568
- Plan number
- 001
- Location
- Conshohocken, PA
- Participants
- 261,245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $591,878,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $591,878,308
- Employer contributions
- $10,887,252
- Participant contributions
- $73,937,939
- Total income / additions
- $181,525,420
- Benefits paid
- $85,580,859
- Administrative expenses
- $2,110,755
- Total expenses
- $87,708,878
- Net increase / (decrease)
- $93,816,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,982,709 | $0 |
| Sageview Advisory Group, LLC | NONE | $85,000 | not reported in the loaded dataset |
| Romeo Wiggins & Company Llp | NONE | $18,080 | not reported in the loaded dataset |
| Lutz & Company Pc | NONE | $13,906 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $9,360 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,700 | not reported in the loaded dataset |