Allied Universal 401(K) Plan — Form 5500 plan (Universal Services Of America, L.P.)
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, Allied Universal 401(K) Plan is a benefit plan reported by Universal Services Of America, L.P. under EIN 61-1790568 and plan number 001. The latest loaded filing year is 2023. The filing reports 261,245 participants and $591,878,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Services Of America, L.P.
- EIN
- 61-1790568
- Plan number
- 001
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 261,245
- End-of-year plan assets
- $591,878,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261,245 | H, C | 20241014133455NAL0052452994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $591,878,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $591,878,308
- Net assets (BOY)
- $497,898,027
Income & contributions
- Employer contributions
- $10,887,252
- Participant contributions
- $73,937,939
- Total contributions
- $95,891,758
- Total income / additions
- $181,525,420
Expenses & distributions
- Benefits paid
- $85,580,859
- Administrative expenses
- $2,110,755
- Total expenses
- $87,708,878
- Net increase / (decrease)
- $93,816,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $1,982,709 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Romeo Wiggins & Company Llp | NONE | $18,080 | not reported in the loaded dataset | 2023 |
| Lutz & Company Pc | NONE | $13,906 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $9,360 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Services Of America, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Conshohocken, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Romeo Wiggins & Company Llp — Schedule C compensation
- Lutz & Company Pc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation