The United States Pharmacopeial Convention 401(K) Savings Plan — Form 5500 plan (The United States Pharmacopeial Convention)

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, The United States Pharmacopeial Convention 401(K) Savings Plan is a benefit plan reported by The United States Pharmacopeial Convention under EIN 13-1656692 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,127 participants and $297,466,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The United States Pharmacopeial Convention
EIN
13-1656692
Plan number
002
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
1,127
End-of-year plan assets
$297,466,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,127H, C20241007151052NAL0027795824004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$297,466,148
Net assets (EOY)
$297,466,148
Net assets (BOY)
$242,729,243

Income & contributions

Employer contributions
$12,099,060
Participant contributions
$11,534,255
Total contributions
$25,016,414
Total income / additions
$67,164,272

Expenses & distributions

Benefits paid
$15,559,764
Administrative expenses
$165,936
Total expenses
$15,742,772
Net increase / (decrease)
$51,421,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$165,936$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages