2023 Form 5500 filing — Transervice Retirement Plan For Non-Union Employees
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 20241011104936NAL0022608241001) for Transervice Retirement Plan For Non-Union Employees, reported by Transervice Logistics, Inc. under EIN 11-3283281 and plan number 020. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104936NAL0022608241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transervice Logistics, Inc.
- EIN
- 11-3283281
- Plan number
- 020
- Location
- New Hyde Park, NC
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,895,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,895,841
- Employer contributions
- $0
- Participant contributions
- $1,484,988
- Total income / additions
- $6,353,056
- Benefits paid
- $6,153,841
- Administrative expenses
- $34,288
- Total expenses
- $6,254,130
- Net increase / (decrease)
- $98,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,288 | $0 |