2023 Form 5500 filing — United Service Organizations Retirement Savings 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 20241015105840NAL0029328833002) for United Service Organizations Retirement Savings Plan, reported by United Service Organizations, Inc. under EIN 13-1610451 and plan number 002. It reports 1,272 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)$75.8MReported net assets$75,826,003
Participants1.3K1,272
Provider compensation$131.2K1 Schedule C row(s)$131,210
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105840NAL0029328833002
- Plan sponsor
- United Service Organizations, Inc.
- EIN
- 13-1610451
- Plan number
- 002
- Location
- Arlington, VA
- 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)$75.8M total assets
Net assets$75.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $75,826,003
- Net assets (EOY)
- $75,826,003
- Employer contributions
- $4,700,237
- Participant contributions
- $4,700,607
- Total income / additions
- $21,466,803
- Benefits paid
- $5,271,021
- Administrative expenses
- $131,210
- Total expenses
- $5,402,231
- Net increase / (decrease)
- $16,064,572
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $131,210 | $0 |