2023 Form 5500 filing — Usg Corporation Investment 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 20241010120839NAL0011443939001) for Usg Corporation Investment Plan, reported by Usg Corporation under EIN 36-3329400 and plan number 002. It reports 7,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120839NAL0011443939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usg Corporation
- EIN
- 36-3329400
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 7,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $889,388,907
- Total liabilities (EOY)
- $87,157
- Net assets (EOY)
- $889,301,750
- Employer contributions
- $14,485,365
- Participant contributions
- $54,996,972
- Total income / additions
- $208,503,005
- Benefits paid
- $84,631,488
- Administrative expenses
- $526,067
- Total expenses
- $85,196,851
- Net increase / (decrease)
- $123,306,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $362,874 | $0 |
| Capital Strategies Investment Grou | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Marsh Usa, Inc. | INSURANCE AGENT/BROK | $38,829 | not reported in the loaded dataset |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $25,600 | not reported in the loaded dataset |
| Mcdermott Will & Emery | ATTORNEY/LEGAL | $22,435 | not reported in the loaded dataset |