2023 Form 5500 filing — Fenner Dunlop Retirement And 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 20240726140921NAL0009042803001) for Fenner Dunlop Retirement And Savings Plan, reported by Fenner Dunlop Americas, Inc. under EIN 58-0255700 and plan number 001. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726140921NAL0009042803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fenner Dunlop Americas, Inc.
- EIN
- 58-0255700
- Plan number
- 001
- Location
- Coraopolis, PA
- Participants
- 531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,143,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,143,012
- Employer contributions
- $1,105,359
- Participant contributions
- $1,502,443
- Total income / additions
- $7,873,113
- Benefits paid
- $5,300,767
- Administrative expenses
- $111,193
- Total expenses
- $5,414,197
- Net increase / (decrease)
- $2,458,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,193 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |