United Service Companies Holdings Ii, LLC — 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, United Service Companies Holdings Ii, LLC (EIN 45-3952463) is a plan sponsor located in Chicago, IL 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
45-3952463
Location
Chicago, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,920,650
Total reported liabilities (EOY)
$34
Total reported net assets (EOY)
$7,920,616

Contributions & income

Employer contributions
$147,612
Participant contributions
$631,722
Total income / additions
$2,658,225

Expenses & distributions

Benefits paid / distributions
$1,490,925
Total expenses
$1,610,272
Net increase / (decrease)
$1,047,953

Coverage

Total reported participants
2,317
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

United Service Companies Holdings Ii, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
United Service Companies 401(K) Plan0012,317$7,920,6502023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Service Companies Holdings Ii, LLC
YearPlanParticipantsSchedulesFiling
2023United Service Companies 401(K) Plan2,317H, C20241220135558NAL0003451443001

Related Form 5500 pages