Ust LLC Retirement Income Plan For Hourly Employees — Form 5500 plan (Ust LLC)
Plain-English plan 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, Ust LLC Retirement Income Plan For Hourly Employees is a benefit plan reported by Ust LLC under EIN 06-1193986 and plan number 003. The latest loaded filing year is 2023. The filing reports 989 participants and $151,330,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ust LLC
- EIN
- 06-1193986
- Plan number
- 003
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 989
- End-of-year plan assets
- $151,330,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 989 | H, C | 20241003152635NAL0020001730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,330,975
- Total liabilities (EOY)
- $6,065,272
- Net assets (EOY)
- $145,265,703
- Net assets (BOY)
- $129,730,085
Income & contributions
- Total contributions
- $0
- Total income / additions
- $23,152,108
Expenses & distributions
- Benefits paid
- $7,154,673
- Administrative expenses
- $461,817
- Total expenses
- $7,616,490
- Net increase / (decrease)
- $15,535,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investmt Instit Op Co Inc | RECORDKEEPER | $170,693 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgmt Co LLC | INVESTMENT MANAGER | $85,069 | $0 | 2023 |
| Pricewaterhousecoopers Llp | AUDITOR | $56,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $21,465 | $0 | 2023 |
| Willis Towers Watson | ACTUARY | $18,014 | not reported in the loaded dataset | 2023 |
| Eversheds Sutherland (Us) Llp | ATTORNEY | $6,084 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ust LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Fidelity Investmt Instit Op Co Inc — Schedule C compensation
- Pacific Investment Mgmt Co LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Eversheds Sutherland (Us) Llp — Schedule C compensation