2023 Form 5500 filing — Employees Pension Plan For Sharon Tube Company
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 20241015090605NAL0016028483001) for Employees Pension Plan For Sharon Tube Company, reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 013. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090605NAL0016028483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheatland Tube, LLC
- EIN
- 23-1327437
- Plan number
- 013
- Location
- Chicago, IL
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,495,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,495,435
- Employer contributions
- $9,000,000
- Total income / additions
- $16,621,961
- Benefits paid
- $19,864,243
- Administrative expenses
- $658,770
- Total expenses
- $20,523,013
- Net increase / (decrease)
- -$3,901,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $181,094 | not reported in the loaded dataset |
| Highland Consulting | INVESTMENT CONSULTING | $62,462 | not reported in the loaded dataset |
| Prudential Us Long Duration Corp Bd | INVESTMENT MANAGER | $34,798 | not reported in the loaded dataset |
| Bmo Harris Bank Na | BANK | $25,268 | not reported in the loaded dataset |
| Acadian Asset Management,LLC | INVESTMENT MANAGER | $17,800 | not reported in the loaded dataset |