The Arxada Consolidated Pension Plan — Form 5500 plan (Arxada, LLC)
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 Arxada Consolidated Pension Plan is a benefit plan reported by Arxada, LLC under EIN 13-5665861 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,446 participants and $395,272,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arxada, LLC
- EIN
- 13-5665861
- Plan number
- 003
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 2,446
- End-of-year plan assets
- $395,272,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,446 | H, C | 20241015141926NAL0029945777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,272,946
- Total liabilities (EOY)
- $450,412
- Net assets (EOY)
- $394,822,534
- Net assets (BOY)
- $395,139,768
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,747,609
Expenses & distributions
- Benefits paid
- $32,774,578
- Administrative expenses
- $3,290,265
- Total expenses
- $36,064,843
- Net increase / (decrease)
- -$317,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slc Capital Management | NONE | $493,964 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $417,305 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Advisors | NONE | $187,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $118,200 | $0 | 2023 |
| Granahan Investment Management, Inc | NONE | $59,126 | $0 | 2023 |
| Shapiro Capital Management LLC | NONE | $50,826 | $0 | 2023 |
| Wiss & Company, Llp | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Ogletree Deakins | NONE | $27,522 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $5,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arxada, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Slc Capital Management — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Fiduciary Investment Advisors — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Granahan Investment Management, Inc — Schedule C compensation
- Shapiro Capital Management LLC — Schedule C compensation
- Wiss & Company, Llp — Schedule C compensation
- Ogletree Deakins — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation