Plan5500

Greeley And Hansen Pension Plan — Form 5500 plan (Greeley And Hansen, 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, Greeley And Hansen Pension Plan is a benefit plan reported by Greeley And Hansen, LLC under EIN 36-1164980 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $22,271,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greeley And Hansen, LLC
EIN
36-1164980
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
527
End-of-year plan assets
$22,271,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023527H, C20250103132236NAL0003535457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,271,782
Total liabilities (EOY)
$0
Net assets (EOY)
$22,271,782
Net assets (BOY)
$23,837,668

Income & contributions

Total contributions
$0
Total income / additions
$1,619,065

Expenses & distributions

Benefits paid
$2,822,989
Administrative expenses
$361,962
Total expenses
$3,184,951
Net increase / (decrease)
-$1,565,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us) LLCRECORDKEEPER$320,467not reported in the loaded dataset2023
Littler Mendelson PcATTORNEY$41,495not reported in the loaded dataset2023

Related Form 5500 pages