2023 Form 5500 filing — Nlmk Usa Union 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627121346NAL0014829200001) for Nlmk Usa Union 401(K) Savings Plan, reported by Nlmk Usa, LLC under EIN 26-3260636 and plan number 002. It reports 854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627121346NAL0014829200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nlmk Usa, LLC
- EIN
- 26-3260636
- Plan number
- 002
- Location
- Farrell, PA
- Participants
- 854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,350,731
- Total liabilities (EOY)
- $13,586
- Net assets (EOY)
- $48,337,145
- Employer contributions
- $1,635,628
- Participant contributions
- $2,282,367
- Total income / additions
- $10,460,039
- Benefits paid
- $3,183,112
- Administrative expenses
- $84,361
- Total expenses
- $3,267,473
- Net increase / (decrease)
- $7,192,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $46,469 | $0 |
| Alliant Retirement Services, LLC | RETAINED BY EMPLOYER | $18,750 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | RETAINED BY EMPLOYER | $15,484 | not reported in the loaded dataset |