Tempel Employees Pension Plan — Form 5500 plan (Tempel Steel Company, 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, Tempel Employees Pension Plan is a benefit plan reported by Tempel Steel Company, LLC under EIN 20-2122127 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,031 participants and $56,062,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tempel Steel Company, LLC
- EIN
- 20-2122127
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,031
- End-of-year plan assets
- $56,062,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,031 | H, C | 20241007081159NAL0025727408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,062,652
- Net assets (EOY)
- $56,062,652
- Net assets (BOY)
- $54,703,056
Income & contributions
- Employer contributions
- $1,437,157
- Total contributions
- $1,437,157
- Total income / additions
- $7,073,407
Expenses & distributions
- Benefits paid
- $5,459,126
- Administrative expenses
- $254,685
- Total expenses
- $5,713,811
- Net increase / (decrease)
- $1,359,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $73,495 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Investment | NONE | $68,005 | not reported in the loaded dataset | 2023 |
| Empower Retirement, LLC | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $29,187 | $0 | 2023 |
| Income Research & Management | NONE | $28,148 | not reported in the loaded dataset | 2023 |
| Meaden And Moore | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Third Point LLC | NONE | $0 | $17,935 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tempel Steel Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Columbia Mgmt Investment — Schedule C compensation
- Empower Retirement, LLC — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Meaden And Moore — Schedule C compensation
- Third Point LLC — Schedule C compensation