Pension Plan For Employees Of Chase Corporation — Form 5500 plan (Chase Corporation)
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 For Employees Of Chase Corporation is a benefit plan reported by Chase Corporation under EIN 11-1797126 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $8,049,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chase Corporation
- EIN
- 11-1797126
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $8,049,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241014074430NAL0014608355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,049,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,049,225
- Net assets (BOY)
- $6,852,803
Income & contributions
- Employer contributions
- $330,000
- Total contributions
- $330,000
- Total income / additions
- $1,267,640
Expenses & distributions
- Benefits paid
- $55,162
- Administrative expenses
- $16,056
- Total expenses
- $71,218
- Net increase / (decrease)
- $1,196,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $8,768 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $7,288 | not reported in the loaded dataset | 2023 |