Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees — Form 5500 plan (Ucor 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, Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees is a benefit plan reported by Ucor LLC under EIN 85-2867528 and plan number 335. The latest loaded filing year is 2023. The filing reports 1,969 participants and $326,955,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ucor LLC
EIN
85-2867528
Plan number
335
Plan type
1
Location
Oak Ridge, TN
Latest filing year
2023
Participants
1,969
End-of-year plan assets
$326,955,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,969H, C20241014125437NAL0052319842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$326,955,201
Total liabilities (EOY)
$365,150
Net assets (EOY)
$326,590,051
Net assets (BOY)
$294,631,715

Income & contributions

Employer contributions
$23,599,317
Total contributions
$23,599,317
Total income / additions
$62,857,101

Expenses & distributions

Benefits paid
$29,227,201
Administrative expenses
$1,671,564
Total expenses
$30,898,765
Net increase / (decrease)
$31,958,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCFIDUCIARY$998,015$02023
MercerNONE$529,000not reported in the loaded dataset2023
Truist BankNONE$105,154not reported in the loaded dataset2023
Mcconnell & Jones, LlpNONE$30,500not reported in the loaded dataset2023

Related Form 5500 pages