2023 Form 5500 filing — Usw Industry 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 20241015125544NAL0014668851001) for Usw Industry 401(K) Plan, reported by The Board Of Trustees Usw Industry 401(K) Fund under EIN 62-1564649 and plan number 002. It reports 10,767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125544NAL0014668851001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Usw Industry 401(K) Fund
- EIN
- 62-1564649
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 10,767
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,656,599
- Total liabilities (EOY)
- $2,454,457
- Net assets (EOY)
- $374,202,142
- Employer contributions
- $9,227,737
- Participant contributions
- $14,381,948
- Total income / additions
- $76,847,495
- Benefits paid
- $41,305,323
- Administrative expenses
- $1,385,768
- Total expenses
- $42,764,786
- Net increase / (decrease)
- $34,082,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pace Industry Union-Mgt. Pension Fu | SERVICE PROVIDER | $443,824 | not reported in the loaded dataset |
| Legacy Professionals Llp | SERVICE PROVIDER | $132,088 | not reported in the loaded dataset |
| Usw Industry 401(K) Plan | CONTRACT ADMINISTRATOR | $126,974 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $56,724 | $0 |
| Us Bank | SERVICE PROVIDER | $44,211 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $37,452 | not reported in the loaded dataset |
| Cherry Bekaert, Llp | SERVICE PROVIDER | $20,370 | not reported in the loaded dataset |
| Morgan Stanley | SERVICE PROVIDER | $15,635 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | SERVICE PROVIDER | $0 | $10,979 |
| Meketa Fiduciary Management, LLC | SERVICE PROVIDER | $7,500 | not reported in the loaded dataset |