The Eastern Company Pension Plan For Hourly-Rated Employees — Form 5500 plan (The Eastern Company Eberhard Division)
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, The Eastern Company Pension Plan For Hourly-Rated Employees is a benefit plan reported by The Eastern Company Eberhard Division under EIN 06-0330020 and plan number 005. The latest loaded filing year is 2023. The filing reports 222 participants and $11,540,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Eastern Company Eberhard Division
- EIN
- 06-0330020
- Plan number
- 005
- Plan type
- 2
- Location
- Shelton, CT
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $11,540,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241009120056NAL0018258817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,540,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,540,271
- Net assets (BOY)
- $10,686,650
Income & contributions
- Employer contributions
- $693,936
- Total contributions
- $693,936
- Total income / additions
- $1,938,351
Expenses & distributions
- Benefits paid
- $815,453
- Administrative expenses
- $269,277
- Total expenses
- $1,084,730
- Net increase / (decrease)
- $853,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Trust Company | NONE | $63,798 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group, Inc. | NONE | $27,599 | not reported in the loaded dataset | 2023 |
| Lamco Advisory Services | NONE | $11,825 | not reported in the loaded dataset | 2023 |