Xpressavings 401(K) Plan — Form 5500 plan (U.S. Xpress Enterprises, 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, Xpressavings 401(K) Plan is a benefit plan reported by U.S. Xpress Enterprises, Inc. under EIN 62-1378182 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,270 participants and $117,768,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Xpress Enterprises, Inc.
EIN
62-1378182
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
9,270
End-of-year plan assets
$117,768,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,270H, C20240826102802NAL0009603041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,768,932
Total liabilities (EOY)
$273,626
Net assets (EOY)
$117,495,306
Net assets (BOY)
$100,177,324

Income & contributions

Employer contributions
$3,658,330
Participant contributions
$15,113,308
Total contributions
$19,468,674
Total income / additions
$36,977,524

Expenses & distributions

Benefits paid
$18,731,999
Administrative expenses
$459,831
Total expenses
$19,659,542
Net increase / (decrease)
$17,317,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$365,669$02023
Morgan Stanley & Co, LLCINVESTMENT ADVISOR$73,568not reported in the loaded dataset2023
Lbmc, PcAUDITOR$19,394not reported in the loaded dataset2023

Related Form 5500 pages