2023 Form 5500 filing — Pioneer Employees Pension 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 20240910115237NAL0002963827001) for Pioneer Employees Pension Plan, reported by Pioneer North America, Inc. under EIN 95-3243785 and plan number 002. It reports 1,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910115237NAL0002963827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer North America, Inc.
- EIN
- 95-3243785
- Plan number
- 002
- Location
- Torrance, CA
- Participants
- 1,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$1,724,079
- Benefits paid
- $67,317,924
- Administrative expenses
- $901,074
- Total expenses
- $68,218,998
- Net increase / (decrease)
- -$69,943,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Merrill Lynch | NONE | $501,142 | $0 |
| Milliman Inc | ACTUARY | $136,536 | not reported in the loaded dataset |
| Littler Mendelson P.C. | NONE | $78,388 | not reported in the loaded dataset |
| Kieckhafer Schiffer Llp | ACCOUNTANT | $45,100 | not reported in the loaded dataset |
| The Brentwood Companies | NONE | $35,000 | not reported in the loaded dataset |