Whx Pension Plan Trust — Form 5500 plan (Handy & Harman 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, Whx Pension Plan Trust is a benefit plan reported by Handy & Harman Ltd. under EIN 13-7086350 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $330,704,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Handy & Harman Ltd.
- EIN
- 13-7086350
- Plan number
- 001
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $330,704,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241008130602NAL0009680291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $330,704,068
- Total liabilities (EOY)
- $6,303,468
- Net assets (EOY)
- $324,400,600
- Net assets (BOY)
- $291,377,228
Income & contributions
- Total contributions
- $0
- Total income / additions
- $56,243,376
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,053,727
- Total expenses
- $1,053,727
- Net increase / (decrease)
- $55,189,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital Management, LLC | NONE | $445,732 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $253,342 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management | NONE | $120,830 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Inv. Advisers, LLC | NONE | $118,179 | $0 | 2023 |
| Bares Capital Management, Inc. | NONE | $98,662 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Handy & Harman Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Eagle Capital Management, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Gamco Asset Management — Schedule C compensation
- Neuberger Berman Inv. Advisers, LLC — Schedule C compensation
- Bares Capital Management, Inc. — Schedule C compensation