Plan Snapshot
- Plan Sponsor: Usg Corporation
- Sponsor EIN: 363329400
- Sponsor Address: 550 WEST ADAMS STREET, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,420
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,420 | $1.6M | $71.4M | $23.2M |
| 2023 | 6,022 | $1.3M | $64.4M | $21.0M |
| 2022 | 5,835 | $956,294 | $65.8M | $18.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $5,094,074 | — | $5,094,074 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $334,122 | — | $334,122 |
| BENEFIT COMMUNICATIONS, INC. | Other Service Provider | $245,214 | — | $245,214 |
| CONSOVA LLC | Other Service Provider | $100,186 | — | $100,186 |
| WRITE ON TARGET INC. | Other Service Provider | $98,689 | — | $98,689 |
| HSA BANK | Other Service Provider | $74,233 | — | $74,233 |
| TANGO HEALTH INC. | Other Service Provider | $56,295 | — | $56,295 |
| PLANTE & MORAN, PLLC | Other Service Provider | $34,650 | — | $34,650 |
| COMPSYCH CORPORATION | Other Service Provider | $17,653 | — | $17,653 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,055,116
- Estimated Expense Ratio: 375.094% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,057,984 | — | $5,484,491 | $34,650 | — |
| 2023 | $5,825,252 | — | $5,137,727 | $39,850 | — |
| 2022 | $5,145,716 | — | $4,656,958 | — | $39,815 |