2023 Form 5500 filing — Metal Companies Multi-Employer 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 20241010084431NAL0039538018001) for Metal Companies Multi-Employer Pension Plan, reported by Payroll & Insurance Group, Inc. under EIN 01-0606601 and plan number 002. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084431NAL0039538018001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Payroll & Insurance Group, Inc.
- EIN
- 01-0606601
- Plan number
- 002
- Location
- Northbrook, IL
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,110,632
- Total liabilities (EOY)
- $53,507
- Net assets (EOY)
- $197,057,125
- Employer contributions
- $0
- Total income / additions
- $15,799,760
- Benefits paid
- $4,615,833
- Administrative expenses
- $126,004
- Total expenses
- $4,741,837
- Net increase / (decrease)
- $11,057,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $45,868 | not reported in the loaded dataset |
| Empower | NONE` | $17,520 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $11,945 | not reported in the loaded dataset |