Transform Midco LLC Savings Plan Master Trust — Form 5500 plan (Transform Midco 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, Transform Midco LLC Savings Plan Master Trust is a benefit plan reported by Transform Midco LLC under EIN 83-3374195 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $201,624,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transform Midco LLC
- EIN
- 83-3374195
- Plan number
- 004
- Plan type
- 4
- Location
- Hoffman Estates, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $201,624,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015153225NAL0056975938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,624,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,624,031
- Net assets (BOY)
- $189,524,787
Income & contributions
- Total contributions
- $0
- Total income / additions
- $28,617,623
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $797,986
- Total expenses
- $797,986
- Net increase / (decrease)
- $27,819,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | 0 | $453,470 | $0 | 2023 |
| Towers Watson Investment Services | 0 | $150,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | 0 | $136,876 | $0 | 2023 |
| Sikich Llp | 0 | $23,000 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | 0 | $10,847 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transform Midco LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hoffman Estates, IL
- Alight Solutions LLC — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation