2023 Form 5500 filing — Greeley And Hansen 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 20250103132236NAL0003535457001) for Greeley And Hansen Pension Plan, reported by Greeley And Hansen, LLC under EIN 36-1164980 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103132236NAL0003535457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greeley And Hansen, LLC
- EIN
- 36-1164980
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,271,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,271,782
- Total income / additions
- $1,619,065
- Benefits paid
- $2,822,989
- Administrative expenses
- $361,962
- Total expenses
- $3,184,951
- Net increase / (decrease)
- -$1,565,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us) LLC | RECORDKEEPER | $320,467 | not reported in the loaded dataset |
| Littler Mendelson Pc | ATTORNEY | $41,495 | not reported in the loaded dataset |