Plan5500

Pension Plan For Employees Of A.M. Castle & Co. — Form 5500 plan (A.M. Castle & Co.)

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, Pension Plan For Employees Of A.M. Castle & Co. is a benefit plan reported by A.M. Castle & Co. under EIN 36-0879160 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,431 participants and $138,747,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.M. Castle & Co.
EIN
36-0879160
Plan number
001
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023
Participants
1,431
End-of-year plan assets
$138,747,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,431H, C20241015202330NAL0029604497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,747,479
Total liabilities (EOY)
$30,333,869
Net assets (EOY)
$108,413,610
Net assets (BOY)
$108,546,094

Income & contributions

Total contributions
$0
Total income / additions
$10,452,471

Expenses & distributions

Benefits paid
$9,811,728
Administrative expenses
$773,227
Total expenses
$10,584,955
Net increase / (decrease)
-$132,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$294,520$02023
PimcoINVESTMENT ADVISORY$254,712not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTANT$32,782not reported in the loaded dataset2023
Creative PlanningINVESTMENT ADVISORY$30,000not reported in the loaded dataset2023
Risk StrategiesINVESTMENT ADVISORY$7,500not reported in the loaded dataset2023

Related Form 5500 pages