Universal Services Of America, Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Universal Services Of America, Lp (EIN 27-1562945) is a plan sponsor located in Santa Ana, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1562945
Location
Santa Ana, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Universal Services Of America, Lp

  • 1 loaded plans hold $16.8M in reported assets.
  • The largest, Allied Universal Cbu 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 8,863 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.8MSummed across loaded plans$16,773,923
Total reported assets$16.8M$16,773,923
Total reported participants8.9K8,863
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$16.8M total assets
Net assets$16.8MLiabilities
Contributions & income
Employer contributions$2.1M
Participant contributions$1.5M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.5M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allied Universal Cbu 401(K) Plan
Participants per plan8,863Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 8,863 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Universal Services Of America, Lp. Open one for its full reported snapshot.

  1. 2023
    Allied Universal Cbu 401(K) Plan8,863 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Universal Services Of America, Lp report on Form 5500?
Universal Services Of America, Lp (EIN 27-1562945) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Universal Services Of America, Lp?
The Employer Identification Number (EIN) reported for Universal Services Of America, Lp is 27-1562945.
What is the latest Form 5500 filing year for Universal Services Of America, Lp?
The latest loaded Form 5500 filing year for Universal Services Of America, Lp is 2023.

Related Form 5500 pages