Retirement Income Plan For Employees Of Ul — Form 5500 plan (Ul 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, Retirement Income Plan For Employees Of Ul is a benefit plan reported by Ul LLC under EIN 94-3282454 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,042 participants and $215,888,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ul LLC
- EIN
- 94-3282454
- Plan number
- 001
- Plan type
- 2
- Location
- Northbrook, IL
- Latest filing year
- 2023
- Participants
- 2,042
- End-of-year plan assets
- $215,888,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,042 | H, C | 20241015194831NAL0030789137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,888,000
- Total liabilities (EOY)
- $163,000
- Net assets (EOY)
- $215,725,000
- Net assets (BOY)
- $211,362,000
Income & contributions
- Employer contributions
- $7,300,000
- Total contributions
- $7,300,000
- Total income / additions
- $34,157,000
Expenses & distributions
- Benefits paid
- $27,017,000
- Administrative expenses
- $2,777,000
- Total expenses
- $29,794,000
- Net increase / (decrease)
- $4,363,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | NONE | $502,854 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $447,300 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $88,232 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $83,759 | not reported in the loaded dataset | 2023 |
| Macquarie Inv Management Advisers | NONE | $58,344 | not reported in the loaded dataset | 2023 |
| Income Research And Managment Inc | NONE | $52,537 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $15,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ul LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northbrook, IL
- Aon Consulting Inc — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Macquarie Inv Management Advisers — Schedule C compensation
- Income Research And Managment Inc — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation