Usaa Pension Plan — Form 5500 plan (United Services Automobile Association)
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, Usaa Pension Plan is a benefit plan reported by United Services Automobile Association under EIN 74-0959140 and plan number 001. The latest loaded filing year is 2023. The filing reports 47,664 participants and $4,725,698,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Services Automobile Association
- EIN
- 74-0959140
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 47,664
- End-of-year plan assets
- $4,725,698,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47,664 | H, C | 20241011095825NAL0043249506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,725,698,272
- Total liabilities (EOY)
- $306,145,027
- Net assets (EOY)
- $4,419,553,245
- Net assets (BOY)
- $4,390,543,147
Income & contributions
- Total contributions
- $0
- Total income / additions
- $396,896,719
Expenses & distributions
- Benefits paid
- $355,754,803
- Administrative expenses
- $12,131,818
- Total expenses
- $367,886,621
- Net increase / (decrease)
- $29,010,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Company | NONE | $2,026,417 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $1,490,233 | not reported in the loaded dataset | 2023 |
| Insight Investment | NONE | $1,287,046 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $1,090,747 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $611,409 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Mgmt Advisers | NONE | $400,290 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $336,804 | not reported in the loaded dataset | 2023 |
| Western Asset | NONE | $177,009 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $45,928 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management | NONE | $36,027 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $6,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Services Automobile Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Fidelity Management Trust Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Insight Investment — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Macquarie Investment Mgmt Advisers — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Western Asset — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation