2023 Form 5500 filing — The Eastern Company Pension Plan For Hourly-Rated Employees
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 20241009120056NAL0018258817001) for The Eastern Company Pension Plan For Hourly-Rated Employees, reported by The Eastern Company Eberhard Division under EIN 06-0330020 and plan number 005. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120056NAL0018258817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Eastern Company Eberhard Division
- EIN
- 06-0330020
- Plan number
- 005
- Location
- Shelton, CT
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,540,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,540,271
- Employer contributions
- $693,936
- Total income / additions
- $1,938,351
- Benefits paid
- $815,453
- Administrative expenses
- $269,277
- Total expenses
- $1,084,730
- Net increase / (decrease)
- $853,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Trust Company | NONE | $63,798 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | NONE | $27,599 | not reported in the loaded dataset |
| Lamco Advisory Services | NONE | $11,825 | not reported in the loaded dataset |