Proterial America, Ltd. Employees' Retirement Plan — Form 5500 plan (Proterial America, Ltd.)

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, Proterial America, Ltd. Employees' Retirement Plan is a benefit plan reported by Proterial America, Ltd. under EIN 13-2843700 and plan number 003. The latest loaded filing year is 2023. The filing reports 289 participants and $34,659,334 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proterial America, Ltd.
EIN
13-2843700
Plan number
003
Plan type
2
Location
Purchase, NY
Latest filing year
2023
Participants
289
End-of-year plan assets
$34,659,334

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20260107120853NAL0008304595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,659,334
Total liabilities (EOY)
$0
Net assets (EOY)
$34,659,334
Net assets (BOY)
$32,738,379

Income & contributions

Total contributions
$0
Total income / additions
$4,118,737

Expenses & distributions

Benefits paid
$1,883,420
Administrative expenses
$314,362
Total expenses
$2,197,782
Net increase / (decrease)
$1,920,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$68,511not reported in the loaded dataset2023
Ryan LabsNONE$51,496not reported in the loaded dataset2023
Bank Of AmericaNONE$9,075not reported in the loaded dataset2023

Related Form 5500 pages