Savings Plan For Transcontinental Us, LLC And Certain Of Its Affiliates — Form 5500 plan (Transcontinental Us, 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, Savings Plan For Transcontinental Us, LLC And Certain Of Its Affiliates is a benefit plan reported by Transcontinental Us, LLC under EIN 76-0678895 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,980 participants and $179,712,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transcontinental Us, LLC
- EIN
- 76-0678895
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,980
- End-of-year plan assets
- $179,712,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,980 | H, C | 20240912101844NAL0014444832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,712,071
- Net assets (EOY)
- $179,712,071
- Net assets (BOY)
- $156,022,662
Income & contributions
- Employer contributions
- $4,318,371
- Participant contributions
- $11,807,885
- Total contributions
- $17,737,086
- Total income / additions
- $44,283,814
Expenses & distributions
- Benefits paid
- $27,671,938
- Administrative expenses
- $394,081
- Total expenses
- $28,110,648
- Net increase / (decrease)
- $16,173,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $219,405 | $0 | 2023 |
| Aon Hewitt Investment Consulting | ADVISOR | $137,067 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $19,425 | not reported in the loaded dataset | 2023 |
| Stoel Rives Llp | LEGAL | $18,184 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transcontinental Us, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation