2023 Form 5500 filing — Schurz Communications, Inc. Retirement 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 20241015090007NAL0027887729001) for Schurz Communications, Inc. Retirement Plan, reported by Schurz Communications, Inc. under EIN 35-0670960 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090007NAL0027887729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schurz Communications, Inc.
- EIN
- 35-0670960
- Plan number
- 001
- Location
- Mishawaka, IN
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,304,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,304,524
- Total income / additions
- $6,975,191
- Benefits paid
- $6,049,431
- Administrative expenses
- $790,347
- Total expenses
- $6,839,778
- Net increase / (decrease)
- $135,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keybank National Association | TRUSTEE | $104,441 | $95 |
| Fidelity Institutional Asset Mgmt | INVESTMENT ADVISOR | $58,893 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | ACTUARY | $32,960 | not reported in the loaded dataset |
| Usi Consulting Group Inc | ACCOUNTING | $28,775 | not reported in the loaded dataset |
| Bluefin | ACCOUNTING | $9,000 | $0 |