2023 Form 5500 filing — United Steelworkers Of America (Uswa) Savings Program Upi 401(K) Plan 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 20250227135413NAL0004136848001) for United Steelworkers Of America (Uswa) Savings Program Upi 401(K) Plan Employees, reported by Uss-Upi, LLC under EIN 68-0088974 and plan number 004. It reports 519 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)$0Reported net assets

Participants519

Provider compensation$44.9K3 Schedule C row(s)$44,878

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250227135413NAL0004136848001
Plan sponsor: Uss-Upi, LLC
EIN: 68-0088974
Plan number: 004
Location: Pittsburg, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

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

Money in vs. money out

Total income / additions$1.5M

Total expenses$2.8M

Benefits paid / distributions$2.7M

Contributions

Employer$184.9K

Participant$1.2M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $184,899
Participant contributions: $1,234,733
Total income / additions: $1,494,399
Benefits paid: $2,712,531
Administrative expenses: $45,153
Total expenses: $2,757,684
Net increase / (decrease): -$1,263,285

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Prudential Retirement Insurance And$21K
NONE · Direct $21K · Indirect $0
2
Moss Adams Llp$15.5K
NONE · Direct $15.5K · Indirect $0
3
Benefit Funding Services Group$8.3K
NONE · Direct $8.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250227135413NAL0004136848001 cover?: It is the 2023 Form 5500 filing for United Steelworkers Of America (Uswa) Savings Program Upi 401(K) Plan Employees, reported by Uss-Upi, LLC (EIN 68-0088974).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).