Usg Corporation Investment Plan — Form 5500 plan (Usg Corporation)
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, Usg Corporation Investment Plan is a benefit plan reported by Usg Corporation under EIN 36-3329400 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,686 participants and $889,388,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usg Corporation
- EIN
- 36-3329400
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 7,686
- End-of-year plan assets
- $889,388,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,686 | H, C | 20241010120839NAL0011443939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $889,388,907
- Total liabilities (EOY)
- $87,157
- Net assets (EOY)
- $889,301,750
- Net assets (BOY)
- $765,995,596
Income & contributions
- Employer contributions
- $14,485,365
- Participant contributions
- $54,996,972
- Total contributions
- $72,260,268
- Total income / additions
- $208,503,005
Expenses & distributions
- Benefits paid
- $84,631,488
- Administrative expenses
- $526,067
- Total expenses
- $85,196,851
- Net increase / (decrease)
- $123,306,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $362,874 | $0 | 2023 |
| Capital Strategies Investment Grou | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Marsh Usa, Inc. | INSURANCE AGENT/BROK | $38,829 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $25,600 | not reported in the loaded dataset | 2023 |
| Mcdermott Will & Emery | ATTORNEY/LEGAL | $22,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usg Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fidelity Investments Institutional — Schedule C compensation
- Capital Strategies Investment Grou — Schedule C compensation
- Marsh Usa, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Mcdermott Will & Emery — Schedule C compensation