2023 Form 5500 filing — John Maneely Company 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 20241213112251NAL0028147650001) for John Maneely Company Pension Plan, reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 011. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213112251NAL0028147650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheatland Tube, LLC
- EIN
- 23-1327437
- Plan number
- 011
- Location
- Chicago, IL
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,370,261
- Total liabilities (EOY)
- $891,508
- Net assets (EOY)
- $147,478,753
- Employer contributions
- $5,500,000
- Total income / additions
- $19,368,632
- Benefits paid
- $24,376,139
- Administrative expenses
- $1,080,712
- Total expenses
- $25,456,851
- Net increase / (decrease)
- -$6,088,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $276,058 | not reported in the loaded dataset |
| Income Research And Management | INVESTMENT MANAGER | $224,591 | not reported in the loaded dataset |
| Hamilton & Company | INVESTMENT CONSULTING | $127,960 | not reported in the loaded dataset |
| Edgewood Management LLC | INVESTMENT MANAGER | $116,906 | not reported in the loaded dataset |
| Johnston Asset Management Corp | INVESTMENT MANAGER | $89,632 | not reported in the loaded dataset |
| Cooke & Bieler Lp | INVESTMENT MANAGER | $70,565 | $0 |
| Bmo Harris Bank Na | BANK | $27,098 | not reported in the loaded dataset |