Plan5500

Pension Plan Of The Segal Company — Form 5500 plan (The Segal Group, Inc.)

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, Pension Plan Of The Segal Company is a benefit plan reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,334 participants and $445,158,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Segal Group, Inc.
EIN
06-0839113
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,334
End-of-year plan assets
$445,158,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,334H, C20241011142722NAL0011019187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$445,158,263
Total liabilities (EOY)
$11,098,336
Net assets (EOY)
$434,059,927
Net assets (BOY)
$405,662,701

Income & contributions

Employer contributions
$8,954,070
Total contributions
$8,954,070
Total income / additions
$46,832,053

Expenses & distributions

Benefits paid
$17,347,411
Administrative expenses
$1,087,416
Total expenses
$18,434,827
Net increase / (decrease)
$28,397,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NisaINVESTMENT MANAGER$232,171not reported in the loaded dataset2023
Amalgamated BankCUSTODIAL/INVESTMANAGER$57,499$02023
Cohn ReznickACCOUNTING$25,200not reported in the loaded dataset2023
Ann GineoCONTRACTED EMPLOYEE$8,000not reported in the loaded dataset2023

Related Form 5500 pages