The Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies — Form 5500 plan (Utility Trailer Manufacturing Company)
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 Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies is a benefit plan reported by Utility Trailer Manufacturing Company under EIN 33-0264055 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,478 participants and $419,584,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utility Trailer Manufacturing Company
- EIN
- 33-0264055
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 3,478
- End-of-year plan assets
- $419,584,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,478 | H, C | 20241015121519NAL0028370001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,584,619
- Total liabilities (EOY)
- $65,445
- Net assets (EOY)
- $419,519,174
- Net assets (BOY)
- $335,828,055
Income & contributions
- Employer contributions
- $77,168,619
- Total contributions
- $77,168,619
- Total income / additions
- $121,054,695
Expenses & distributions
- Benefits paid
- $36,878,697
- Administrative expenses
- $484,879
- Total expenses
- $37,363,576
- Net increase / (decrease)
- $83,691,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Bernstein | INVESTMENT MGR | $348,530 | $0 | 2023 |
| State Street Global | INVESTMENT MGR | $72,872 | $0 | 2023 |
| Principal Trust Company | TRUSTEE | $49,604 | not reported in the loaded dataset | 2023 |
| Futureplan | RECORDKEEPER | $32,085 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utility Trailer Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Alliance Bernstein — Schedule C compensation
- State Street Global — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Futureplan — Schedule C compensation