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Original filing (PDF)20231002124811NAL0023125184001
USS-UPI, LLC
Form 5500
FILING_RECEIVED
UPI PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USS-UPI, LLC.
Plan sponsor
Name
USS-UPI, LLC
EIN
68-0088974
Address
P.O. BOX 471 · PITTSBURG, CA · 94565
Phone
(925) 439-6000
Industry
Manufacturingsee all
Plan administrator
Name
USS-UPI, LLC
EIN
94-3052064
City
PITTSBURG, CA
Phone
(510) 439-6000
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-02
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST AND YOUNG | — | — | NONE | $166K | — |
| AON CONSULTING | — | — | NONE | $80K | — |
| KL GATES LLP | — | — | NONE | $65K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $27K | — |
| BENEFIT FINANCIAL SERVICES GROUP | — | — | NONE | $4K | — |
Investments
14 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
13 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRUDENTIAL SHORT-TERM PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 041 | Pooled Separate Account | $0 | — |
| EMERGING MARKETS FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 010 | Common Collective Trust | $0 | — |
| INV RUSSELL INVESTMENTS RUSSELL1000 RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 033 | Common Collective Trust | $0 | — |
| INTERNATIONAL FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | $0 | — |
| EQUITY II FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | $0 | — |
| GLOBAL REAL ESTATE SEC FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 041 | Common Collective Trust | $0 | — |
| WORLD EQUITY FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 046 | Common Collective Trust | $0 | — |
| 15-YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | $0 | — |
| 10-YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 26-6609096 / PN 010 | Common Collective Trust | $0 | — |
| ENHANCED INDEX US EQUITY FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 056 | Common Collective Trust | $0 | — |
| 14-YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | $0 | — |
| 8-YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 26-6609096 / PN 005 | Common Collective Trust | $0 | — |
| 25 PLUS YEAR STRIPS YEAR FIXED INC RUSSELL INVESTMENT TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | $0 | — |
| GLOBAL LISTED INFRASTRUCTURE FUND RUSSELL INVESTMENT TRUST COMPANY · EIN 91-1117282 / PN 073 | Common Collective Trust | $0 | — |