Uline, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Uline, 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, Uline, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Uline, Inc. under EIN 36-3684738 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,480 participants and $770,788,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uline, Inc.
EIN
36-3684738
Plan number
001
Plan type
2
Location
Pleasant Prairie, WI
Latest filing year
2023
Participants
9,480
End-of-year plan assets
$770,788,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,480H, C20240906081920NAL0000460083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$770,788,701
Total liabilities (EOY)
$0
Net assets (EOY)
$770,788,701
Net assets (BOY)
$590,757,865

Income & contributions

Employer contributions
$34,127,313
Participant contributions
$53,774,136
Total contributions
$98,000,331
Total income / additions
$220,378,383

Expenses & distributions

Benefits paid
$39,808,743
Administrative expenses
$533,928
Total expenses
$40,347,547
Net increase / (decrease)
$180,030,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$533,928$02023

Related Form 5500 pages