Pension Plan For Employees Of U.S. Natural Resources And Friedrich Air Conditioning Co. — Form 5500 plan (Usnr, 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, Pension Plan For Employees Of U.S. Natural Resources And Friedrich Air Conditioning Co. is a benefit plan reported by Usnr, LLC under EIN 94-2462111 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,430 participants and $41,979,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Usnr, LLC
EIN
94-2462111
Plan number
001
Plan type
2
Location
Woodland, WA
Latest filing year
2023
Participants
1,430
End-of-year plan assets
$41,979,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,430H, C20241014225951NAL0028421473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,979,150
Total liabilities (EOY)
$11,994
Net assets (EOY)
$41,967,156
Net assets (BOY)
$40,062,008

Income & contributions

Employer contributions
$158,003
Total contributions
$158,003
Total income / additions
$5,221,883

Expenses & distributions

Benefits paid
$3,076,988
Administrative expenses
$239,747
Total expenses
$3,316,735
Net increase / (decrease)
$1,905,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Us Bank National AssociationTRUSTEE$78,448not reported in the loaded dataset2023

Related Form 5500 pages