2023 Form 5500 filing — Ross Mould, LLC Bargaining Employees' Defined Benefit 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 20241014151540NAL0013517043001) for Ross Mould, LLC Bargaining Employees' Defined Benefit Plan, reported by Ross Mould, LLC under EIN 45-2979151 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151540NAL0013517043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross Mould, LLC
- EIN
- 45-2979151
- Plan number
- 001
- Location
- Washington, PA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,609,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,609,510
- Employer contributions
- $1,242,404
- Total income / additions
- $7,084,910
- Benefits paid
- $4,231,448
- Administrative expenses
- $275,302
- Total expenses
- $4,506,750
- Net increase / (decrease)
- $2,578,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cowden Associates, Inc | ACTUARY | $56,000 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $18,019 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,786 | $0 |