2023 Form 5500 filing — Usaa Pension 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 20241011095825NAL0043249506001) for Usaa Pension Plan, reported by United Services Automobile Association under EIN 74-0959140 and plan number 001. It reports 47,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095825NAL0043249506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Services Automobile Association
- EIN
- 74-0959140
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 47,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,725,698,272
- Total liabilities (EOY)
- $306,145,027
- Net assets (EOY)
- $4,419,553,245
- Total income / additions
- $396,896,719
- Benefits paid
- $355,754,803
- Administrative expenses
- $12,131,818
- Total expenses
- $367,886,621
- Net increase / (decrease)
- $29,010,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Company | NONE | $2,026,417 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $1,490,233 | not reported in the loaded dataset |
| Insight Investment | NONE | $1,287,046 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $1,090,747 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $611,409 | not reported in the loaded dataset |
| Macquarie Investment Mgmt Advisers | NONE | $400,290 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $336,804 | not reported in the loaded dataset |
| Western Asset | NONE | $177,009 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $45,928 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $36,027 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $6,570 | not reported in the loaded dataset |