U.S. Special Delivery, LLC Savings & Retirement Plan — Form 5500 plan (U.S. Special Delivery, 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, U.S. Special Delivery, LLC Savings & Retirement Plan is a benefit plan reported by U.S. Special Delivery, LLC under EIN 38-2491121 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $3,890,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S. Special Delivery, LLC
- EIN
- 38-2491121
- Plan number
- 001
- Plan type
- 2
- Location
- Kingsford, MI
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $3,890,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241015152315NAL0050157360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,890,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,890,736
- Net assets (BOY)
- $3,883,014
Income & contributions
- Employer contributions
- $71,929
- Participant contributions
- $407,700
- Total contributions
- $536,190
- Total income / additions
- $1,022,136
Expenses & distributions
- Benefits paid
- $974,202
- Administrative expenses
- $40,212
- Total expenses
- $1,014,414
- Net increase / (decrease)
- $7,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,591 | $0 | 2023 |
| Kerberrose Wealth Management LLC | INVESTMENT ADVISOR | $8,884 | not reported in the loaded dataset | 2023 |
| Retirement Plan Partners, LLC | CONTRACT ADMIN | $4,800 | $3,244 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $858 | not reported in the loaded dataset | 2023 |
| Map Retirement LLC | CONTRACT ADMIN | $168 | $310 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.S. Special Delivery, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kingsford, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Kerberrose Wealth Management LLC — Schedule C compensation
- Retirement Plan Partners, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Map Retirement LLC — Schedule C compensation