2023 Form 5500 filing — Upi Salaried Employees Investment 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 20250227142025NAL0004266178001) for Upi Salaried Employees Investment Plan, reported by Uss-Upi, LLC under EIN 68-0088974 and plan number 003. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227142025NAL0004266178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uss-Upi, LLC
- EIN
- 68-0088974
- Plan number
- 003
- Location
- Pittsburg, CA
- Participants
- 205
- 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
- $631,730
- Participant contributions
- $1,220,797
- Total income / additions
- $3,650,554
- Benefits paid
- $4,154,752
- Administrative expenses
- $75,606
- Total expenses
- $4,230,358
- Net increase / (decrease)
- -$579,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $45,654 | $0 |
| Moss Adams Llp | NONE | $21,521 | not reported in the loaded dataset |
| Benefit Funding Services Group | NONE | $8,332 | not reported in the loaded dataset |