United Steelworkers Of America (Uswa) Savings Program - Pencor Services, Inc. 401(K) Plan — Form 5500 plan (Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications)
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 Steelworkers Of America (Uswa) Savings Program - Pencor Services, Inc. 401(K) Plan is a benefit plan reported by Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications under EIN 24-0864880 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $12,647,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications
- EIN
- 24-0864880
- Plan number
- 003
- Plan type
- 2
- Location
- Palmerton, PA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $12,647,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241009154510NAL0018683009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,647,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,647,619
- Net assets (BOY)
- $12,000,165
Income & contributions
- Employer contributions
- $349,348
- Participant contributions
- $664,204
- Total contributions
- $1,113,552
- Total income / additions
- $2,919,539
Expenses & distributions
- Benefits paid
- $1,520,349
- Administrative expenses
- $58,134
- Total expenses
- $1,596,236
- Net increase / (decrease)
- $1,323,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $52,098 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $28,241 | 2023 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $3,650 | $917 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $2,386 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Palmerton, PA
- Transamerica Retirement Solutions, — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation