2023 Form 5500 filing — Park Ohio Industries And Subsidiaries 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 20241015185353NAL0049435744001) for Park Ohio Industries And Subsidiaries Pension Plan, reported by Park Ohio Industres Inc under EIN 34-6520107 and plan number 002. It reports 5,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185353NAL0049435744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Park Ohio Industres Inc
- EIN
- 34-6520107
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 5,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,435,544
- Total liabilities (EOY)
- $3,771,026
- Net assets (EOY)
- $147,664,518
- Total income / additions
- $21,709,676
- Benefits paid
- $5,459,689
- Administrative expenses
- $1,134,738
- Total expenses
- $6,594,427
- Net increase / (decrease)
- $15,115,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gamco Asset Management Inc | NONE | $266,574 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $149,656 | not reported in the loaded dataset |
| Clearstead Advisors LLC | NONE | $100,181 | not reported in the loaded dataset |
| Huntington Bank | CUSTODIAN | $38,192 | not reported in the loaded dataset |
| Empower | CUSTODIAN | $35,812 | not reported in the loaded dataset |
| Us Bank National Association | TRUSTEE | $32,694 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $30,250 | not reported in the loaded dataset |
| Bober Markey Fedorovich | NONE | $17,978 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgt LLC | NONE | $16,522 | not reported in the loaded dataset |