Retirement Program Plan For Employees Of United States Enrichment Corporation — Form 5500 plan (United States Enrichment Corporation)
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, Retirement Program Plan For Employees Of United States Enrichment Corporation is a benefit plan reported by United States Enrichment Corporation under EIN 52-2109255 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,108 participants and $264,118,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United States Enrichment Corporation
- EIN
- 52-2109255
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 3,108
- End-of-year plan assets
- $264,118,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,108 | H, C | 20240730174250NAL0032637936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,118,849
- Total liabilities (EOY)
- $811,183
- Net assets (EOY)
- $263,307,666
- Net assets (BOY)
- $455,543,535
Income & contributions
- Total contributions
- $0
- Total income / additions
- $28,636,700
Expenses & distributions
- Benefits paid
- $217,832,770
- Administrative expenses
- $3,039,799
- Total expenses
- $220,872,569
- Net increase / (decrease)
- -$192,235,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | CONTRACT ADMINSITRATOR | $277,941 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $269,071 | $0 | 2023 |
| Vanguard Advisors, Inc. | INVESTMENTS MANAGER | $251,556 | not reported in the loaded dataset | 2023 |
| Towers Watson Pennsylvania, Inc. | ACTUARY | $133,897 | not reported in the loaded dataset | 2023 |
| Capital Guardian Trust Company | INVESTMENTS MANAGER | $84,170 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Co. | GAC PROVIDER | $73,307 | not reported in the loaded dataset | 2023 |
| Axa Investment Managers N.A. | INVESTMENT MANAGER | $72,973 | not reported in the loaded dataset | 2023 |
| Clark Schaeffer Hackett | AUDITOR | $21,900 | not reported in the loaded dataset | 2023 |
| Shenkman Capital Management Inc. | INVESTMENT MANAGER | $5,060 | not reported in the loaded dataset | 2023 |
| Clearview Consulting, Inc. | ACCOUNTING | $2,594 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United States Enrichment Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Usi Consulting Group — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Vanguard Advisors, Inc. — Schedule C compensation
- Towers Watson Pennsylvania, Inc. — Schedule C compensation
- Capital Guardian Trust Company — Schedule C compensation
- Metropolitan Life Insurance Co. — Schedule C compensation
- Axa Investment Managers N.A. — Schedule C compensation
- Clark Schaeffer Hackett — Schedule C compensation
- Shenkman Capital Management Inc. — Schedule C compensation
- Clearview Consulting, Inc. — Schedule C compensation