2023 Form 5500 filing — Ptc Alliance LLC Union Retirement Savings 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 20241015124212NAL0028455041001) for Ptc Alliance LLC Union Retirement Savings Plan, reported by Ptc Alliance LLC under EIN 85-0943754 and plan number 015. It reports 890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124212NAL0028455041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ptc Alliance LLC
- EIN
- 85-0943754
- Plan number
- 015
- Location
- Wexford, PA
- Participants
- 890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,130,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,130,037
- Employer contributions
- $770,308
- Participant contributions
- $1,470,813
- Total income / additions
- $7,828,906
- Benefits paid
- $4,293,831
- Administrative expenses
- $105,668
- Total expenses
- $4,456,005
- Net increase / (decrease)
- $3,372,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,186 | $0 |
| Lpl Financial Rpcp | INVESTMENT ADVISORY | $20,482 | $7 |