2023 Form 5500 filing — Usw Career Pension Plan For Appendix A Usw-Represented 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 20241014112629NAL0026037873001) for Usw Career Pension Plan For Appendix A Usw-Represented Employees, reported by Fbp Benefits Committee under EIN 27-1279969 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112629NAL0026037873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fbp Benefits Committee
- EIN
- 27-1279969
- Plan number
- 002
- Location
- Piketon, OH
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,821,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,821,411
- Employer contributions
- $1,060,000
- Total income / additions
- $2,340,323
- Benefits paid
- $235,743
- Administrative expenses
- $225,817
- Total expenses
- $461,560
- Net increase / (decrease)
- $1,878,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us, LLC | NONE | $60,124 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $31,595 | not reported in the loaded dataset |
| Schneider Downs | NONE | $15,003 | not reported in the loaded dataset |
| U.S. Bank National Associate | NONE | $10,000 | not reported in the loaded dataset |