Original filing (PDF)20230430200629NAL0022700240001

USL MANGAGEMENT

Name: USL MANGAGEMENT — USL MANAGEMENT DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: USL MANGAGEMENT

Form 5500-SF

FILING_RECEIVED

USL MANAGEMENT DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USL MANGAGEMENT.

Plan sponsor

Name

USL MANGAGEMENT

EIN

47-2560335

Address

2245 GILBERT AVE. · SUITE 103 · CINCINNATI, OH · 45206

Phone

(513) 503-7128

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-06

Filed

2023-04-30

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

RETTINO INSURANCE AGENCY, INC.

RETTINO INSURANCE AGENCY, INC. PROFIT SHARING PLAN

IMT HOLDINGS CORP.

IMT HOLDINGS 401(K) PLAN

PREFERRED APARTMENT ADVISORS, LLC

PREFERRED APARTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

OLD NATIONAL BANKCORP

BANKMANAGERS CORP MONEY PURCHASE PLAN

SUNSOUTH BANK

SUNSOUTH BANK 401(K) PLAN