2023 Form 5500 filing — Utf Trucking Bargaining Unit 401k
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 20250306085445NAL0020024130001) for Utf Trucking Bargaining Unit 401k, reported by Fresh Direct Holdings, Inc under EIN 11-3576952 and plan number 002. It reports 1,637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,732,644
Participants1.6K1,637
Provider compensation$130.1K2 Schedule C row(s)$130,100
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250306085445NAL0020024130001
- Plan sponsor
- Fresh Direct Holdings, Inc
- EIN
- 11-3576952
- Plan number
- 002
- Location
- Bronx, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $12,732,644
- Net assets (EOY)
- $12,732,644
- Employer contributions
- $1,415,491
- Participant contributions
- $2,051,545
- Total income / additions
- $5,051,915
- Benefits paid
- $870,940
- Administrative expenses
- $130,100
- Total expenses
- $1,056,611
- Net increase / (decrease)
- $3,995,304
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $108,779 | $0 |
| Morgan Stanley Global Banking | INVESTMENT ADVISORY | $21,321 | not reported in the loaded dataset |