2023 Form 5500 filing — Pension Plan Of The Segal Company
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 20241011142722NAL0011019187001) for Pension Plan Of The Segal Company, reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 001. It reports 2,334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142722NAL0011019187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Segal Group, Inc.
- EIN
- 06-0839113
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $445,158,263
- Total liabilities (EOY)
- $11,098,336
- Net assets (EOY)
- $434,059,927
- Employer contributions
- $8,954,070
- Total income / additions
- $46,832,053
- Benefits paid
- $17,347,411
- Administrative expenses
- $1,087,416
- Total expenses
- $18,434,827
- Net increase / (decrease)
- $28,397,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa | INVESTMENT MANAGER | $232,171 | not reported in the loaded dataset |
| Amalgamated Bank | CUSTODIAL/INVESTMANAGER | $57,499 | $0 |
| Cohn Reznick | ACCOUNTING | $25,200 | not reported in the loaded dataset |
| Ann Gineo | CONTRACTED EMPLOYEE | $8,000 | not reported in the loaded dataset |