Standard Forwarding LLC Union Employees 401(K) Savings Plan — Form 5500 plan (Standard Forwarding LLC)
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, Standard Forwarding LLC Union Employees 401(K) Savings Plan is a benefit plan reported by Standard Forwarding LLC under EIN 27-1883111 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $5,249,760 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,249,760
Participants539Covered participants reported
Assets / participant$9.7KComputed: assets ÷ participants$9,740 (computed)
Provider compensation$8541 Schedule C provider row(s)
- Plan sponsor
- Standard Forwarding LLC
- EIN
- 27-1883111
- Plan number
- 002
- Plan type
- 2
- Location
- East Moline, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20260216070135NAL0005282288001 |
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,249,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,249,760
- Net assets (BOY)
- $4,606,022
Income & contributions
- Participant contributions
- $272,688
- Total contributions
- $276,335
- Total income / additions
- $998,745
Expenses & distributions
- Benefits paid
- $354,152
- Administrative expenses
- $855
- Total expenses
- $355,007
- Net increase / (decrease)
- $643,738
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $854 | $0 | 2023 |