2023 Form 5500 filing — Evergreen North America Industrial Services 401(K) 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 20250203163241NAL0006911793001) for Evergreen North America Industrial Services 401(K) Plan, reported by Evergreen North America Industrial Services under EIN 76-0643898 and plan number 001. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203163241NAL0006911793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen North America Industrial Services
- EIN
- 76-0643898
- Plan number
- 001
- Location
- La Porte, TX
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,562,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,562,686
- Employer contributions
- $1,233,819
- Participant contributions
- $2,135,392
- Total income / additions
- $6,328,316
- Benefits paid
- $1,849,377
- Administrative expenses
- $129,950
- Total expenses
- $1,979,327
- Net increase / (decrease)
- $4,348,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $130,808 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $54,916 |
| Loren D. Stark Company | OTHER SERVICES | $0 | $6,712 |