2023 Form 5500 filing — Graymont U.S. Union Defined Benefit 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 20241010094504NAL0011345603001) for Graymont U.S. Union Defined Benefit Pension Plan, reported by Graymont (Pa) Inc. under EIN 25-1527520 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094504NAL0011345603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graymont (Pa) Inc.
- EIN
- 25-1527520
- Plan number
- 001
- Location
- not reported in the loaded dataset
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,538,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,538,234
- Total income / additions
- $2,885,687
- Benefits paid
- $706,983
- Administrative expenses
- $13,734
- Total expenses
- $720,717
- Net increase / (decrease)
- $2,164,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | TRUSTEE | $13,734 | $0 |
| Wellington Trust Company, N.A. | INVESTMENT MANAGER | $0 | $0 |
| Boston Partners | INVESTMENT MANAGER | $0 | $0 |