United Service Organizations Retirement Savings Plan — Form 5500 plan (United Service Organizations, Inc.)
Plain-English plan 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, United Service Organizations Retirement Savings Plan is a benefit plan reported by United Service Organizations, Inc. under EIN 13-1610451 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,272 participants and $75,826,003 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$75.8MPlan net assets, end of year$75,826,003
Participants1.3KCovered participants reported1,272
Assets / participant$59.6KComputed: assets ÷ participants$59,612 (computed)
Provider compensation$131.2K1 Schedule C provider row(s)$131,210
- Plan sponsor
- United Service Organizations, Inc.
- EIN
- 13-1610451
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,272 | H, C | 20241015105840NAL0029328833002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$75.8M total assets
Net assets$75.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $75,826,003
- Net assets (EOY)
- $75,826,003
- Net assets (BOY)
- $59,761,431
Income & contributions
- Employer contributions
- $4,700,237
- Participant contributions
- $4,700,607
- Total contributions
- $9,893,978
- Total income / additions
- $21,466,803
Expenses & distributions
- Benefits paid
- $5,271,021
- Administrative expenses
- $131,210
- Total expenses
- $5,402,231
- Net increase / (decrease)
- $16,064,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $131,210 | $0 | 2023 |