Pollard (U.S.) Ltd. Service Related Pension Plan — Form 5500 plan (Pollard (U.S.) 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, Pollard (U.S.) Ltd. Service Related Pension Plan is a benefit plan reported by Pollard (U.S.) Ltd under EIN 22-2333711 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $6,907,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pollard (U.S.) Ltd
- EIN
- 22-2333711
- Plan number
- 001
- Plan type
- 2
- Location
- Ypsilanti, MI
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $6,907,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241015084425NAL0029047457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,907,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,907,768
- Net assets (BOY)
- $5,748,401
Income & contributions
- Employer contributions
- $514,000
- Total contributions
- $514,000
- Total income / additions
- $1,330,172
Expenses & distributions
- Benefits paid
- $153,952
- Administrative expenses
- $16,853
- Total expenses
- $170,805
- Net increase / (decrease)
- $1,159,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Bank | NONE | $8,943 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $7,910 | not reported in the loaded dataset | 2023 |