Plan5500

United Service Organizations Retirement Savings Plan — Form 5500 plan (United Service Organizations, 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, United Service Organizations Retirement Savings Plan is a benefit plan reported by United Service Organizations, Inc. under EIN 13-1610451 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,272 participants and $75,826,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Service Organizations, Inc.
EIN
13-1610451
Plan number
002
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
1,272
End-of-year plan assets
$75,826,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,272H, C20241015105840NAL0029328833002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,826,003
Net assets (EOY)
$75,826,003
Net assets (BOY)
$59,761,431

Income & contributions

Employer contributions
$4,700,237
Participant contributions
$4,700,607
Total contributions
$9,893,978
Total income / additions
$21,466,803

Expenses & distributions

Benefits paid
$5,271,021
Administrative expenses
$131,210
Total expenses
$5,402,231
Net increase / (decrease)
$16,064,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$131,210$02023

Related Form 5500 pages