Retirement Plan Of Transcontinental Us LLC — Form 5500 plan (Transcontinental Us LLC)

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, Retirement Plan Of Transcontinental Us LLC is a benefit plan reported by Transcontinental Us LLC under EIN 76-0678895 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,627 participants and $52,668,957 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$52.4MPlan net assets, end of year$52,364,957
Participants1.6KCovered participants reported1,627
Assets / participant$32.4KComputed: assets ÷ participants$32,372 (computed)
Provider compensation$621.5K5 Schedule C provider row(s)$621,547
Plan sponsor
Transcontinental Us LLC
EIN
76-0678895
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,627H, C20250910094017NAL0035305936001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$52.7M total assets
Net assets$52.4MLiabilities$304K
Money in vs. money out
Total income / additions$10.4M
Total expenses$6M
Benefits paid / distributions$4.6M
Contributions
Employer$3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$52,668,957
Total liabilities (EOY)
$304,000
Net assets (EOY)
$52,364,957
Net assets (BOY)
$48,018,553

Income & contributions

Employer contributions
$3,050,000
Total contributions
$3,050,000
Total income / additions
$10,370,738

Expenses & distributions

Benefits paid
$4,595,371
Administrative expenses
$1,428,963
Total expenses
$6,024,334
Net increase / (decrease)
$4,346,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingACTUARY$253,516not reported in the loaded dataset2023
Aon Investments Usa Inc.INVESTMENT MANAGER$207,495not reported in the loaded dataset2023
Blackrock Financial Management, IncFINANCIAL CONSULTANT$73,885not reported in the loaded dataset2023
The Bank Of New York MellonTRUSTEE$61,346not reported in the loaded dataset2023
Forvis Mazars, LlpAUDITOR$25,305not reported in the loaded dataset2023

Related Form 5500 pages