2023 Form 5500 filing — Stewart Employee Benefit Trust 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 20241014124714NAL0013300547001) for Stewart Employee Benefit Trust Plan, reported by Stewart Employee Benefit Trust under EIN 23-2149974 and plan number 501. It reports 1,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124714NAL0013300547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Employee Benefit Trust
- EIN
- 23-2149974
- Plan number
- 501
- Location
- York, PA
- Participants
- 1,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,876,108
- Total liabilities (EOY)
- $2,130,683
- Net assets (EOY)
- $745,425
- Employer contributions
- $11,854,571
- Participant contributions
- $5,379,867
- Total income / additions
- $17,234,438
- Benefits paid
- $17,257,885
- Administrative expenses
- $205,471
- Total expenses
- $17,463,356
- Net increase / (decrease)
- -$228,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Inc. | CLAIMS ADMINISTRATOR | $615,550 | not reported in the loaded dataset |
| York Building Products Co., Inc. | PLAN ADMINISTRATOR | $103,104 | not reported in the loaded dataset |
| Marsh & Mclennan, LLC | ADMINISTRATOR | $60,185 | not reported in the loaded dataset |
| Rkl Llp | PLAN AUDITOR | $8,750 | not reported in the loaded dataset |