2023 Form 5500 filing — Upi Defined Contribution Pension Plan For Non-Union Salaried 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 20250227141018NAL0001044483001) for Upi Defined Contribution Pension Plan For Non-Union Salaried Employees, reported by Uss-Upi, LLC under EIN 68-0088974 and plan number 005. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227141018NAL0001044483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uss-Upi, LLC
- EIN
- 68-0088974
- Plan number
- 005
- Location
- Pittsburg, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $859,259
- Total income / additions
- $1,161,276
- Benefits paid
- $65,605
- Administrative expenses
- $44,416
- Total expenses
- $110,021
- Net increase / (decrease)
- $1,051,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moss Adams Llp | NONE | $22,500 | $0 |
| Prudential Retirement Insurance And | NONE | $13,559 | $0 |
| Benefit Funding Services Group | NONE | $8,332 | $0 |