2023 Form 5500 filing — Lancaster Colony Corporation Master Pension Trust

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 20250502154214NAL0002907043001) for Lancaster Colony Corporation Master Pension Trust, reported by Charles Schwab Trust Bank Trustee Of Lancaster Colony Corporation under EIN 82-3967259 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$26.7MReported net assets$26,655,742

ParticipantsNot reported

Provider compensation$22.5K1 Schedule C row(s)$22,500

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250502154214NAL0002907043001
Plan sponsor: Charles Schwab Trust Bank Trustee Of Lancaster Colony Corporation
EIN: 82-3967259
Plan number: 001
Location: Henderson, NV
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.7M total assets

Net assets$26.7MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$3.1M

Benefits paid / distributions$0

Full reported line items

Total assets (EOY): $26,655,742
Total liabilities (EOY): $0
Net assets (EOY): $26,655,742
Total income / additions: $1,954,928
Benefits paid: $0
Administrative expenses: $3,141,963
Total expenses: $3,141,963
Net increase / (decrease): -$1,187,035

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Highland Consulting Assoc., Inc.$22.5K
NONE · Direct $22.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250502154214NAL0002907043001 cover?: It is the 2023 Form 5500 filing for Lancaster Colony Corporation Master Pension Trust, reported by Charles Schwab Trust Bank Trustee Of Lancaster Colony Corporation (EIN 82-3967259).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).