2023 Form 5500 filing — Pitcairn 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 20241011093345NAL0012331491001) for Pitcairn Retirement Plan, reported by Pitcairn Company under EIN 23-1209830 and plan number 002. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093345NAL0012331491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pitcairn Company
- EIN
- 23-1209830
- Plan number
- 002
- Location
- Jenkintown, PA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,347,510
- Total liabilities (EOY)
- $31,346
- Net assets (EOY)
- $37,316,164
- Total income / additions
- $4,425,266
- Benefits paid
- $2,905,404
- Administrative expenses
- $251,665
- Total expenses
- $3,157,069
- Net increase / (decrease)
- $1,268,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tvv Capital | NONE | $0 | $90,825 |
| Income Research & Management | NONE | $0 | $58,644 |
| Apex Group Ltd | NONE | $0 | $52,185 |
| Milliman | NONE | $51,096 | not reported in the loaded dataset |
| Partners Group Private Equity LLC | NONE | $0 | $30,179 |
| Alpine Associates Management Inc. | NONE | $0 | $25,750 |
| Kreischer Miller | NONE | $19,353 | not reported in the loaded dataset |
| Harding Loevner Funds, Inc. | NONE | $0 | $17,392 |
| Pear Tree Funds | NONE | $0 | $12,105 |
| Coho Partners, Ltd. | NONE | $0 | $11,652 |
| O'Shaughnessy Asset Management | NONE | $0 | $11,464 |
| Brown Advisory | NONE | $0 | $10,719 |
| Lazard Asset Management, LLC | NONE | $0 | $7,854 |
| Commongood Capital, LLC | NONE | $0 | $7,697 |
| Mcnally Capital | NONE | $0 | $6,889 |
| Jo Hambro Capital Management | NONE | $0 | $5,197 |
| Sands Capital Management | NONE | $0 | $5,174 |
| Ben Franklin Technology Partners | NONE | $0 | $5,000 |