2023 Form 5500 filing — Transform Midco LLC Savings Plan Master Trust
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 20241015153225NAL0056975938001) for Transform Midco LLC Savings Plan Master Trust, reported by Transform Midco LLC under EIN 83-3374195 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153225NAL0056975938001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Transform Midco LLC
- EIN
- 83-3374195
- Plan number
- 004
- Location
- Hoffman Estates, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,624,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,624,031
- Total income / additions
- $28,617,623
- Benefits paid
- $0
- Administrative expenses
- $797,986
- Total expenses
- $797,986
- Net increase / (decrease)
- $27,819,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | 0 | $453,470 | $0 |
| Towers Watson Investment Services | 0 | $150,000 | not reported in the loaded dataset |
| State Street Bank And Trust Company | 0 | $136,876 | $0 |
| Sikich Llp | 0 | $23,000 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | 0 | $10,847 | $0 |