2023 Form 5500 filing — Ebsco Savings And Profit Sharing 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 20241216132529NAL0001478721001) for Ebsco Savings And Profit Sharing Plan, reported by Ebsco Industries, Inc. under EIN 63-6014186 and plan number 001. It reports 5,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216132529NAL0001478721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ebsco Industries, Inc.
- EIN
- 63-6014186
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 5,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $648,103,207
- Total liabilities (EOY)
- $3,899,884
- Net assets (EOY)
- $644,203,323
- Employer contributions
- $24,806,343
- Participant contributions
- $29,624,003
- Total income / additions
- $134,049,822
- Benefits paid
- $42,631,362
- Administrative expenses
- $294,270
- Total expenses
- $42,931,150
- Net increase / (decrease)
- $91,118,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $240,520 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset |
| Management Planning | CONSULTANT | $3,075 | not reported in the loaded dataset |