2023 Form 5500 filing — Ziply Fiber 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 20241011132153NAL0022822049001) for Ziply Fiber Pension Plan, reported by Ziply Fiber under EIN 84-5103010 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132153NAL0022822049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ziply Fiber
- EIN
- 84-5103010
- Plan number
- 001
- Location
- Kirkland, WA
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,882,205
- Total liabilities (EOY)
- $753,932
- Net assets (EOY)
- $120,128,273
- Employer contributions
- $5,000,000
- Total income / additions
- $20,346,005
- Benefits paid
- $18,710,674
- Administrative expenses
- $689,438
- Total expenses
- $19,400,112
- Net increase / (decrease)
- $945,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $197,711 | not reported in the loaded dataset |
| Usi Advisors, Inc | NONE | $84,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,016 | $2,216 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |