2023 Form 5500 filing — Proterial America, Ltd. Employees' Retirement 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 20260107120853NAL0008304595001) for Proterial America, Ltd. Employees' Retirement Plan, reported by Proterial America, Ltd. under EIN 13-2843700 and plan number 003. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260107120853NAL0008304595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proterial America, Ltd.
- EIN
- 13-2843700
- Plan number
- 003
- Location
- Purchase, NY
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,659,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,659,334
- Total income / additions
- $4,118,737
- Benefits paid
- $1,883,420
- Administrative expenses
- $314,362
- Total expenses
- $2,197,782
- Net increase / (decrease)
- $1,920,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $68,511 | not reported in the loaded dataset |
| Ryan Labs | NONE | $51,496 | not reported in the loaded dataset |
| Bank Of America | NONE | $9,075 | not reported in the loaded dataset |