Verrill Dana Llp Pension Plan — Form 5500 plan (Verrill Dana Llp)
Plain-English plan 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, Verrill Dana Llp Pension Plan is a benefit plan reported by Verrill Dana Llp under EIN 01-0176171 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $49,695,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verrill Dana Llp
- EIN
- 01-0176171
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $49,695,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241011102650NAL0043319730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,695,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,695,170
- Net assets (BOY)
- $43,953,863
Income & contributions
- Employer contributions
- $1,840,330
- Total contributions
- $1,840,330
- Total income / additions
- $9,705,921
Expenses & distributions
- Benefits paid
- $3,940,552
- Administrative expenses
- $24,062
- Total expenses
- $3,964,614
- Net increase / (decrease)
- $5,741,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invesments Institutional | RECORDKEEPER | $21,388 | $0 | 2023 |