Usw Industry 401(K) Plan — Form 5500 plan (The Board Of Trustees Usw Industry 401(K) Fund)
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, Usw Industry 401(K) Plan is a benefit plan reported by The Board Of Trustees Usw Industry 401(K) Fund under EIN 62-1564649 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,767 participants and $376,656,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Usw Industry 401(K) Fund
- EIN
- 62-1564649
- Plan number
- 002
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 10,767
- End-of-year plan assets
- $376,656,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,767 | H, C | 20241015125544NAL0014668851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,656,599
- Total liabilities (EOY)
- $2,454,457
- Net assets (EOY)
- $374,202,142
- Net assets (BOY)
- $340,024,660
Income & contributions
- Employer contributions
- $9,227,737
- Participant contributions
- $14,381,948
- Total contributions
- $24,868,848
- Total income / additions
- $76,847,495
Expenses & distributions
- Benefits paid
- $41,305,323
- Administrative expenses
- $1,385,768
- Total expenses
- $42,764,786
- Net increase / (decrease)
- $34,082,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pace Industry Union-Mgt. Pension Fu | SERVICE PROVIDER | $443,824 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | SERVICE PROVIDER | $132,088 | not reported in the loaded dataset | 2023 |
| Usw Industry 401(K) Plan | CONTRACT ADMINISTRATOR | $126,974 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $56,724 | $0 | 2023 |
| Us Bank | SERVICE PROVIDER | $44,211 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $37,452 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert, Llp | SERVICE PROVIDER | $20,370 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | SERVICE PROVIDER | $15,635 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | SERVICE PROVIDER | $0 | $10,979 | 2023 |
| Meketa Fiduciary Management, LLC | SERVICE PROVIDER | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Usw Industry 401(K) Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Pace Industry Union-Mgt. Pension Fu — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Usw Industry 401(K) Plan — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation
- Cherry Bekaert, Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Meketa Fiduciary Management, LLC — Schedule C compensation