2023 Form 5500 filing — Pension Plan For Employees Of Jersey Shore Steel Company, Inc.
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 20241011143835NAL0012607043001) for Pension Plan For Employees Of Jersey Shore Steel Company, Inc., reported by Jersey Shore Steel Company, Inc. under EIN 24-0622582 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143835NAL0012607043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jersey Shore Steel Company, Inc.
- EIN
- 24-0622582
- Plan number
- 001
- Location
- Jersey Shore, PA
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,013,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,013,631
- Total income / additions
- $5,618,318
- Benefits paid
- $1,883,598
- Administrative expenses
- $190,793
- Total expenses
- $2,074,391
- Net increase / (decrease)
- $3,543,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Brothers Harriman | BROKERAGE | $99,478 | $0 |
| Merrill Lynch Pierce Fenner And Smi | BROKERAGE | $70,827 | $2,341 |
| Bank Of America | BROKERAGE AND TRUSTEE | $20,955 | $0 |