Standex International Corporation Pension Plans — Form 5500 plan (Standex International Corporation)
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, Standex International Corporation Pension Plans is a benefit plan reported by Standex International Corporation under EIN 31-0596149 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,672 participants and $146,927,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standex International Corporation
- EIN
- 31-0596149
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, NH
- Latest filing year
- 2023
- Participants
- 2,672
- End-of-year plan assets
- $146,927,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,672 | H, C | 20250414124011NAL0001691393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,927,383
- Total liabilities (EOY)
- $140,421
- Net assets (EOY)
- $146,786,962
- Net assets (BOY)
- $147,395,255
Income & contributions
- Employer contributions
- $7,751,763
- Total contributions
- $7,751,763
- Total income / additions
- $18,231,970
Expenses & distributions
- Benefits paid
- $16,059,570
- Administrative expenses
- $2,780,693
- Total expenses
- $18,840,263
- Net increase / (decrease)
- -$608,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | TRUSTEE | $256,723 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company Na | NONE | $156,110 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $118,187 | not reported in the loaded dataset | 2023 |
| Westfield Capital Mgmt Company, L.P | NONE | $56,433 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $52,515 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $50,502 | $0 | 2023 |
| Blackrock | NONE | $29,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standex International Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Salem, NH
- Fidelity Investments — Schedule C compensation
- Wellington Trust Company Na — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Westfield Capital Mgmt Company, L.P — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Blackrock — Schedule C compensation