U.S. News & World Report, L.P. 401(K) Plan — Form 5500 plan (U.S. News & World Report, L.P.)

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. News & World Report, L.P. 401(K) Plan is a benefit plan reported by U.S. News & World Report, L.P. under EIN 52-1399776 and plan number 002. The latest loaded filing year is 2023. The filing reports 629 participants and $66,775,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. News & World Report, L.P.
EIN
52-1399776
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
629
End-of-year plan assets
$66,775,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023629H, C20241009100156NAL0018133041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,775,525
Total liabilities (EOY)
$0
Net assets (EOY)
$66,775,525
Net assets (BOY)
$56,365,039

Income & contributions

Employer contributions
$991,375
Participant contributions
$4,041,785
Total contributions
$5,708,153
Total income / additions
$15,681,791

Expenses & distributions

Benefits paid
$5,213,944
Administrative expenses
$56,778
Total expenses
$5,271,305
Net increase / (decrease)
$10,410,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$36,152$02023
Onedigital Topco LLCCONSULTANT$20,626not reported in the loaded dataset2023

Related Form 5500 pages