Transervice Retirement Plan For Non-Union Employees — Form 5500 plan (Transervice Logistics, Inc.)

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, Transervice Retirement Plan For Non-Union Employees is a benefit plan reported by Transervice Logistics, Inc. under EIN 11-3283281 and plan number 020. The latest loaded filing year is 2023. The filing reports 301 participants and $26,895,841 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.9MPlan net assets, end of year$26,895,841
Participants301Covered participants reported
Assets / participant$89.4KComputed: assets ÷ participants$89,355 (computed)
Provider compensation$15.3K1 Schedule C provider row(s)$15,288
Plan sponsor
Transervice Logistics, Inc.
EIN
11-3283281
Plan number
020
Plan type
2
Location
New Hyde Park, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20241011104936NAL0022608241001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.9M total assets
Net assets$26.9MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$6.3M
Benefits paid / distributions$6.2M
Contributions
Employer$0
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$26,895,841
Total liabilities (EOY)
$0
Net assets (EOY)
$26,895,841
Net assets (BOY)
$0

Income & contributions

Employer contributions
$0
Participant contributions
$1,484,988
Total contributions
$2,609,469
Total income / additions
$6,353,056

Expenses & distributions

Benefits paid
$6,153,841
Administrative expenses
$34,288
Total expenses
$6,254,130
Net increase / (decrease)
$98,926
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income97%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$15,288$02023

Related Form 5500 pages