2023 Form 5500 filing — True Value Company Defined Lump Sum 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 20241213133917NAL0013714945001) for True Value Company Defined Lump Sum Pension Plan, reported by True Value Company under EIN 36-2099896 and plan number 125. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213133917NAL0013714945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- True Value Company
- EIN
- 36-2099896
- Plan number
- 125
- Location
- Chicago, IL
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,120,992
- Total liabilities (EOY)
- $116,814
- Net assets (EOY)
- $23,004,178
- Employer contributions
- $1,351,200
- Total income / additions
- $3,986,950
- Benefits paid
- $3,600,331
- Administrative expenses
- $750,168
- Total expenses
- $4,350,499
- Net increase / (decrease)
- -$363,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $321,068 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $24,306 | not reported in the loaded dataset |
| Nelson Mullins Riley & Scarborough | NONE | $13,710 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $10,920 | not reported in the loaded dataset |
| Fiducient Advisors (Formerly Dimeo) | NONE | $7,500 | not reported in the loaded dataset |