2023 Form 5500 filing — Grammer Collective Bargained 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 20241015152619NAL0016747123001) for Grammer Collective Bargained Retirement Plan, reported by Grammer Inc. under EIN 41-1280872 and plan number 002. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152619NAL0016747123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grammer Inc.
- EIN
- 41-1280872
- Plan number
- 002
- Location
- Toledo, OH
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,407,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,407,089
- Employer contributions
- $198,919
- Participant contributions
- $436,614
- Total income / additions
- $2,047,234
- Benefits paid
- $1,486,310
- Administrative expenses
- $67,953
- Total expenses
- $1,594,584
- Net increase / (decrease)
- $452,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $34,288 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,340 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $9,022 | not reported in the loaded dataset |