Cassens Transport Company Et Al Union 401(K) Plan — Form 5500 plan (Cassens Transport Company)

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, Cassens Transport Company Et Al Union 401(K) Plan is a benefit plan reported by Cassens Transport Company under EIN 37-0209195 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,174 participants and $30,807,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cassens Transport Company
EIN
37-0209195
Plan number
003
Plan type
2
Location
Edwardsville, IL
Latest filing year
2023
Participants
1,174
End-of-year plan assets
$30,807,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,174H, C20241009123157NAL0010602323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,807,783
Total liabilities (EOY)
$0
Net assets (EOY)
$30,807,783
Net assets (BOY)
$28,135,028

Income & contributions

Participant contributions
$1,694,722
Total contributions
$1,694,722
Total income / additions
$6,125,262

Expenses & distributions

Benefits paid
$3,361,772
Administrative expenses
$90,735
Total expenses
$3,452,507
Net increase / (decrease)
$2,672,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement ServicesNONE$85,368$02023

Related Form 5500 pages