Ushio America Savings And Retirement Plan — Form 5500 plan (Ushio America, 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, Ushio America Savings And Retirement Plan is a benefit plan reported by Ushio America, Inc. under EIN 95-2485252 and plan number 001. The latest loaded filing year is 2023. The filing reports 902 participants and $133,717,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ushio America, Inc.
EIN
95-2485252
Plan number
001
Plan type
2
Location
Cypress, CA
Latest filing year
2023
Participants
902
End-of-year plan assets
$133,717,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023902H, C20250115221859NAL0035307888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,717,904
Total liabilities (EOY)
$0
Net assets (EOY)
$133,717,904
Net assets (BOY)
$114,651,928

Income & contributions

Employer contributions
$1,272,012
Participant contributions
$3,470,738
Total contributions
$4,790,367
Total income / additions
$27,111,180

Expenses & distributions

Benefits paid
$7,901,195
Administrative expenses
$144,009
Total expenses
$8,045,204
Net increase / (decrease)
$19,065,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupNONE$98,934$02023
Lucas HorsfallADVISOR$40,750$02023

Related Form 5500 pages