2023 Form 5500 filing — Carmeuse Lime, Inc. 401(K) Plan For Bargaining Unit Employees
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 20241011174932NAL0023357553001) for Carmeuse Lime, Inc. 401(K) Plan For Bargaining Unit Employees, reported by Carmeuse Lime, Inc. under EIN 36-3933140 and plan number 024. It reports 940 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011174932NAL0023357553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carmeuse Lime, Inc.
- EIN
- 36-3933140
- Plan number
- 024
- Location
- Pittsburgh, PA
- Participants
- 940
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,618,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,618,006
- Employer contributions
- $2,703,446
- Participant contributions
- $4,026,856
- Total income / additions
- $17,620,938
- Benefits paid
- $7,247,951
- Administrative expenses
- $135,420
- Total expenses
- $7,402,837
- Net increase / (decrease)
- $10,218,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,062 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $49,758 | not reported in the loaded dataset |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $10,300 | not reported in the loaded dataset |
| Schneider Downs | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset |