2023 Form 5500 filing — The Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies
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 20241015121519NAL0028370001001) for The Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies, reported by Utility Trailer Manufacturing Company under EIN 33-0264055 and plan number 001. It reports 3,478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121519NAL0028370001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utility Trailer Manufacturing Company
- EIN
- 33-0264055
- Plan number
- 001
- Location
- City Of Industry, CA
- Participants
- 3,478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,584,619
- Total liabilities (EOY)
- $65,445
- Net assets (EOY)
- $419,519,174
- Employer contributions
- $77,168,619
- Total income / additions
- $121,054,695
- Benefits paid
- $36,878,697
- Administrative expenses
- $484,879
- Total expenses
- $37,363,576
- Net increase / (decrease)
- $83,691,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Bernstein | INVESTMENT MGR | $348,530 | $0 |
| State Street Global | INVESTMENT MGR | $72,872 | $0 |
| Principal Trust Company | TRUSTEE | $49,604 | not reported in the loaded dataset |
| Futureplan | RECORDKEEPER | $32,085 | not reported in the loaded dataset |