2023 Form 5500 filing — Stella-Jones Corporation 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 20241009101931NAL0010520643001) for Stella-Jones Corporation Retirement Plan, reported by Stella-Jones Corporation under EIN 20-3529371 and plan number 003. It reports 1,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101931NAL0010520643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stella-Jones Corporation
- EIN
- 20-3529371
- Plan number
- 003
- Location
- Pittsburgh, PA
- Participants
- 1,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,271,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,271,199
- Employer contributions
- $5,957,758
- Participant contributions
- $6,867,587
- Total income / additions
- $33,193,118
- Benefits paid
- $8,923,763
- Administrative expenses
- $176,787
- Total expenses
- $9,213,454
- Net increase / (decrease)
- $23,979,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $225,342 |
| Adp, Inc. | RECORD KEEPER | $162,262 | $0 |
| Baker Tilly Us, Llp | AUDITOR | $14,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |