2023 Form 5500 filing — U.S. Special Delivery, LLC Savings & Retirement 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 20241015152315NAL0050157360001) for U.S. Special Delivery, LLC Savings & Retirement Plan, reported by U.S. Special Delivery, LLC under EIN 38-2491121 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152315NAL0050157360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Special Delivery, LLC
- EIN
- 38-2491121
- Plan number
- 001
- Location
- Kingsford, MI
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,890,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,890,736
- Employer contributions
- $71,929
- Participant contributions
- $407,700
- Total income / additions
- $1,022,136
- Benefits paid
- $974,202
- Administrative expenses
- $40,212
- Total expenses
- $1,014,414
- Net increase / (decrease)
- $7,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,591 | $0 |
| Kerberrose Wealth Management LLC | INVESTMENT ADVISOR | $8,884 | not reported in the loaded dataset |
| Retirement Plan Partners, LLC | CONTRACT ADMIN | $4,800 | $3,244 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $858 | not reported in the loaded dataset |
| Map Retirement LLC | CONTRACT ADMIN | $168 | $310 |