2023 Form 5500 filing — U.S. News & World Report, L.P. 401(K) Plan
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 20241009100156NAL0018133041001) for U.S. News & World Report, L.P. 401(K) Plan, reported by U.S. News & World Report, L.P. under EIN 52-1399776 and plan number 002. It reports 629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100156NAL0018133041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. News & World Report, L.P.
- EIN
- 52-1399776
- Plan number
- 002
- Location
- New York, NY
- Participants
- 629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,775,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,775,525
- Employer contributions
- $991,375
- Participant contributions
- $4,041,785
- Total income / additions
- $15,681,791
- Benefits paid
- $5,213,944
- Administrative expenses
- $56,778
- Total expenses
- $5,271,305
- Net increase / (decrease)
- $10,410,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,152 | $0 |
| Onedigital Topco LLC | CONSULTANT | $20,626 | not reported in the loaded dataset |