2023 Form 5500 filing — Millwrights Pension 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 20241015160324NAL0029035761005) for Millwrights Pension Plan, reported by Bot, Millwrights Pension Plan under EIN 75-1810302 and plan number 001. It reports 4,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160324NAL0029035761005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot, Millwrights Pension Plan
- EIN
- 75-1810302
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 4,186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $736,017
- Total income / additions
- $3,539,027
- Benefits paid
- $1,407,902
- Administrative expenses
- $91,181
- Total expenses
- $1,499,083
- Net increase / (decrease)
- $2,039,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Valuation Systems | NONE | $32,520 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $18,179 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $12,500 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $9,054 | not reported in the loaded dataset |
| Loper Law, LLC | NONE | $5,090 | not reported in the loaded dataset |