2023 Form 5500 filing — Leupold & Stevens Employees' 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 20241014120603NAL0014890195001) for Leupold & Stevens Employees' Pension Plan, reported by Leupold & Stevens Inc. under EIN 93-0372974 and plan number 001. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120603NAL0014890195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leupold & Stevens Inc.
- EIN
- 93-0372974
- Plan number
- 001
- Location
- Beaverton, OR
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,830,284
- Total liabilities (EOY)
- $71,578
- Net assets (EOY)
- $47,758,706
- Employer contributions
- $3,872,990
- Total income / additions
- $8,111,915
- Benefits paid
- $18,527,990
- Administrative expenses
- $876,500
- Total expenses
- $19,404,490
- Net increase / (decrease)
- -$11,292,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $443,862 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $122,369 | $0 |
| Bank Of America | NONE | $34,831 | not reported in the loaded dataset |