Upi Salaried Employees Investment Plan — Form 5500 plan (Uss-Upi, 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, Upi Salaried Employees Investment Plan is a benefit plan reported by Uss-Upi, LLC under EIN 68-0088974 and plan number 003. The latest loaded filing year is 2023. The filing reports 205 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uss-Upi, LLC
- EIN
- 68-0088974
- Plan number
- 003
- Plan type
- 2
- Location
- Pittsburg, CA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20250227142025NAL0004266178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $44,367,037
Income & contributions
- Employer contributions
- $631,730
- Participant contributions
- $1,220,797
- Total contributions
- $1,857,919
- Total income / additions
- $3,650,554
Expenses & distributions
- Benefits paid
- $4,154,752
- Administrative expenses
- $75,606
- Total expenses
- $4,230,358
- Net increase / (decrease)
- -$579,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $45,654 | $0 | 2023 |
| Moss Adams Llp | NONE | $21,521 | not reported in the loaded dataset | 2023 |
| Benefit Funding Services Group | NONE | $8,332 | not reported in the loaded dataset | 2023 |