Stevens & Lee Savings Plan — Form 5500 plan (Stevens & Lee)
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, Stevens & Lee Savings Plan is a benefit plan reported by Stevens & Lee under EIN 23-1886296 and plan number 002. The latest loaded filing year is 2023. The filing reports 482 participants and $254,281,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens & Lee
- EIN
- 23-1886296
- Plan number
- 002
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $254,281,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241008074122NAL0029314000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $254,281,860
- Total liabilities (EOY)
- $6,763
- Net assets (EOY)
- $254,275,097
- Net assets (BOY)
- $220,443,967
Income & contributions
- Employer contributions
- $8,498,121
- Participant contributions
- $3,510,869
- Total contributions
- $12,304,355
- Total income / additions
- $44,912,383
Expenses & distributions
- Benefits paid
- $9,932,279
- Administrative expenses
- $1,148,974
- Total expenses
- $11,081,253
- Net increase / (decrease)
- $33,831,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $1,010,042 | $0 | 2023 |
| Bank Of America | NONE | $80,633 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Actuaries | NONE | $58,299 | not reported in the loaded dataset | 2023 |
| Delaware Company | NONE | $0 | $0 | 2023 |
| Chiron Investment Management, LLC | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Bny Mellon Fund Advisors | NONE | $0 | $0 | 2023 |
| Alliancebernstein Lp | NONE | $0 | $0 | 2023 |
| Capital Research And Company | NONE | $0 | $0 | 2023 |
| Legg Mason Partners Fund Advisor, L | NONE | $0 | $0 | 2023 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 | 2023 |
| Congress Asset Co | NONE | $0 | $0 | 2023 |
| Fuller & Thaler Asset Management, I | NONE | $0 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $0 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Transamerica Asset Inc | NONE | $0 | $0 | 2023 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 | 2023 |
| Pacific Investment Company LLC | NONE | $0 | $0 | 2023 |
| Partners Group (Usa) Inc | NONE | $0 | $0 | 2023 |
| Renaissance Technologies LLC | NONE | $0 | $0 | 2023 |
| Ironwood Capital Management | NONE | $0 | $0 | 2023 |
| Lasalle Investment Management, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stevens & Lee
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Bank Of America — Schedule C compensation
- Conrad Siegel Actuaries — Schedule C compensation
- Delaware Company — Schedule C compensation
- Chiron Investment Management, LLC — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Bny Mellon Fund Advisors — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Capital Research And Company — Schedule C compensation
- Legg Mason Partners Fund Advisor, L — Schedule C compensation
- Columbia Mangmt Investment Advisors — Schedule C compensation
- Congress Asset Co — Schedule C compensation
- Fuller & Thaler Asset Management, I — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Loomis, Sayles & Company Lp — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Transamerica Asset Inc — Schedule C compensation
- Lord, Abbett & Co LLC — Schedule C compensation
- Pacific Investment Company LLC — Schedule C compensation
- Partners Group (Usa) Inc — Schedule C compensation
- Renaissance Technologies LLC — Schedule C compensation
- Ironwood Capital Management — Schedule C compensation
- Lasalle Investment Management, Inc. — Schedule C compensation