Trafford, PA Form 5500 retirement and benefit plan filings

City Form 5500 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, Trafford, PA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $71,876,489 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$71,876,489
Total reported liabilities (EOY)
$5,473,012
Total reported net assets (EOY)
$66,403,477

Contributions & income

Employer contributions
$2,615,207
Participant contributions
$2,202,909
Total income / additions
$16,557,879

Expenses & distributions

Benefits paid / distributions
$6,568,184
Total expenses
$6,800,792
Net increase / (decrease)
$9,757,087

Coverage

Total reported participants
2,049
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trafford, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Trafford, PA
PlanSponsorReported assets (EOY)Year
Cleaveland/Price, Inc. 401k PlanCleaveland/Price, Inc.$38,181,5512023
Hamill Manufacturing Company Employee Stock Ownership PlanHamill Manufacturing Co.$17,042,5032023
Hamill Manufacturing Company 401(K) Profit Sharing PlanHamill Manufacturing Company$16,478,9442023
Mcclain Services Incorporated Retirement PlanMcclain Services Incorporated$173,4912023
Hamill Manufacturing Co. Health And Welfare Benefit PlanHamill Manufacturing Companynot reported in the loaded dataset2023
Cleaveland/Price Inc. Employee Benefits PlanCleaveland/Price Inc.not reported in the loaded dataset2023
Oerlikon Usa Holding, Inc. Health And Welfare PlanOerlikon Usa Holding, Inc.not reported in the loaded dataset2023

Related Form 5500 pages