2023 Form 5500 filing — Stepan Company Trust For Qualified Plans
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 20241014223135NAL0046111536001) for Stepan Company Trust For Qualified Plans, reported by Stepan Company under EIN 36-1823834 and plan number 011. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014223135NAL0046111536001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Stepan Company
- EIN
- 36-1823834
- Plan number
- 011
- Location
- Northbrook, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,984,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,984,993
- Total income / additions
- $11,027,476
- Benefits paid
- $0
- Administrative expenses
- $907,984
- Total expenses
- $907,984
- Net increase / (decrease)
- $10,119,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $314,786 | $0 |
| Columbia Advisory Partners, LLC | NONE | $151,961 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $94,501 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $58,893 | not reported in the loaded dataset |
| Procentia | NONE | $34,500 | not reported in the loaded dataset |
| Bdo Wealth Advisors | NONE | $7,500 | not reported in the loaded dataset |