Ust Global Inc 401(K) Plan — Form 5500 plan (Ust Global 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, Ust Global Inc 401(K) Plan is a benefit plan reported by Ust Global Inc under EIN 26-1539797 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,963 participants and $130,615,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ust Global Inc
EIN
26-1539797
Plan number
001
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
3,963
End-of-year plan assets
$130,615,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,963H, C20241015110510NAL0047496640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,615,106
Total liabilities (EOY)
$0
Net assets (EOY)
$130,615,106
Net assets (BOY)
$82,858,441

Income & contributions

Employer contributions
$7,669,963
Participant contributions
$25,792,190
Total contributions
$42,815,299
Total income / additions
$59,184,043

Expenses & distributions

Benefits paid
$11,010,736
Administrative expenses
$389,533
Total expenses
$11,427,378
Net increase / (decrease)
$47,756,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$342,435$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$47,098not reported in the loaded dataset2023
Wells Fargo Clearing Svcs (Wf Advs)INVESTMENT ADVISORY$0$43,2632023

Related Form 5500 pages