2023 Form 5500 filing — Link-Belt Construction Equipment Company Employees' Retirement 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 20241001071620NAL0006718529001) for Link-Belt Construction Equipment Company Employees' Retirement Plan, reported by Lbce Holdings, Inc. under EIN 61-1099661 and plan number 001. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001071620NAL0006718529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lbce Holdings, Inc.
- EIN
- 61-1099661
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $202,459,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $202,459,463
- Total income / additions
- $36,011,547
- Benefits paid
- $7,430,853
- Administrative expenses
- $194,544
- Total expenses
- $7,625,397
- Net increase / (decrease)
- $28,386,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $66,650 | not reported in the loaded dataset |
| Key Bank National Association | NONE | $32,158 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $26,200 | not reported in the loaded dataset |
| Deming Malone Livesay & Ostroff | NONE | $9,800 | not reported in the loaded dataset |