2023 Form 5500 filing — Retirement Program Plan For Employees Of United States Enrichment Corporation
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730174250NAL0032637936001) for Retirement Program Plan For Employees Of United States Enrichment Corporation, reported by United States Enrichment Corporation under EIN 52-2109255 and plan number 001. It reports 3,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730174250NAL0032637936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United States Enrichment Corporation
- EIN
- 52-2109255
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 3,108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,118,849
- Total liabilities (EOY)
- $811,183
- Net assets (EOY)
- $263,307,666
- Total income / additions
- $28,636,700
- Benefits paid
- $217,832,770
- Administrative expenses
- $3,039,799
- Total expenses
- $220,872,569
- Net increase / (decrease)
- -$192,235,869
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | CONTRACT ADMINSITRATOR | $277,941 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $269,071 | $0 |
| Vanguard Advisors, Inc. | INVESTMENTS MANAGER | $251,556 | not reported in the loaded dataset |
| Towers Watson Pennsylvania, Inc. | ACTUARY | $133,897 | not reported in the loaded dataset |
| Capital Guardian Trust Company | INVESTMENTS MANAGER | $84,170 | not reported in the loaded dataset |
| Metropolitan Life Insurance Co. | GAC PROVIDER | $73,307 | not reported in the loaded dataset |
| Axa Investment Managers N.A. | INVESTMENT MANAGER | $72,973 | not reported in the loaded dataset |
| Clark Schaeffer Hackett | AUDITOR | $21,900 | not reported in the loaded dataset |
| Shenkman Capital Management Inc. | INVESTMENT MANAGER | $5,060 | not reported in the loaded dataset |
| Clearview Consulting, Inc. | ACCOUNTING | $2,594 | not reported in the loaded dataset |