Plan Snapshot
- Plan Sponsor: Usg Corporation
- Sponsor EIN: 363329400
- Sponsor Address: 550 WEST ADAMS STREET, CHICAGO, IL, 60661
- Plan Type: DB
- Plan Number: 001
- Total Participants: 6,329
- Total Assets: $634.3M
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 | 6,329 | $634.3M | $40.0M | $12.4M |
| 2023 | 5,930 | $642.0M | $0 | $10.8M |
| 2022 | 5,647 | $602.0M | $48.0M | $10.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPERA | Recordkeeper | $1,077,525 | — | $1,077,525 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $648,915 | — | $648,915 |
| LEGAL & GENERAL INVESTMENT MANAGEME | Other Service Provider | $364,986 | — | $364,986 |
| PACIFIC INVESTMENT MANAGMENT CO. | Other Service Provider | $305,722 | — | $305,722 |
| AON CONSULTING | Recordkeeper | $250,507 | — | $250,507 |
| PUGH CAPITAL MANAGEMENT INC. | Other Service Provider | $194,083 | — | $194,083 |
| MCDERMOTT WILL & EMERY LLP | Other Service Provider | $72,581 | — | $72,581 |
| PLANTE & MORAN, PLLC | Other Service Provider | $51,200 | — | $51,200 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $44,828 | — | $44,828 |
| RVK, INC. | Other Service Provider | $25,000 | — | $25,000 |
| T ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $19,000 | — | $19,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $6,064 | — | $6,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OPERA — Recordkeeper
- AON CONSULTING — Recordkeeper
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,060,411
- Estimated Expense Ratio: 0.482% 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 | $3,979,642 | $1,457,519 | $1,077,525 | $51,200 | — |
| 2023 | $4,081,073 | $1,826,482 | $905,474 | $52,250 | — |
| 2022 | $3,810,172 | $1,433,310 | $989,466 | — | $543,550 |