U.S. Borax Inc. 401(K) Savings & Retirement Contribution Plan For Represented Employees — Form 5500 plan (U.S. Borax Inc.)
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, U.S. Borax Inc. 401(K) Savings & Retirement Contribution Plan For Represented Employees is a benefit plan reported by U.S. Borax Inc. under EIN 98-0047580 and plan number 007. The latest loaded filing year is 2023. The filing reports 767 participants and $71,652,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S. Borax Inc.
- EIN
- 98-0047580
- Plan number
- 007
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 767
- End-of-year plan assets
- $71,652,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 767 | H, C | 20240719162933NAL0015158626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,652,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,652,923
- Net assets (BOY)
- $62,328,810
Income & contributions
- Employer contributions
- $2,321,833
- Participant contributions
- $3,557,727
- Total contributions
- $6,215,833
- Total income / additions
- $15,327,323
Expenses & distributions
- Benefits paid
- $4,826,357
- Administrative expenses
- $48,465
- Total expenses
- $4,874,822
- Net increase / (decrease)
- $10,452,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, P.C. | NONE | $29,955 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,673 | $0 | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $5,837 | not reported in the loaded dataset | 2023 |