University Support Services, LLC Cash Or Deferred Plan — Form 5500 plan (University Support Services, 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, University Support Services, LLC Cash Or Deferred Plan is a benefit plan reported by University Support Services, LLC under EIN 20-8105776 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $25,324,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Support Services, LLC
EIN
20-8105776
Plan number
001
Plan type
2
Location
Great River, NY
Latest filing year
2023
Participants
433
End-of-year plan assets
$25,324,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023433H, C20241015145612NAL0030056977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,324,966
Total liabilities (EOY)
$0
Net assets (EOY)
$25,324,966
Net assets (BOY)
$20,831,851

Income & contributions

Employer contributions
$898,916
Participant contributions
$1,977,539
Total contributions
$3,390,658
Total income / additions
$6,772,742

Expenses & distributions

Benefits paid
$2,172,333
Administrative expenses
$107,294
Total expenses
$2,279,627
Net increase / (decrease)
$4,493,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Wealth ManagementNONE$56,730not reported in the loaded dataset2023
John Hancock Life Ins Co Of NyRECORDKEEPER$3,784$02023

Related Form 5500 pages