Stepan Company Trust For Qualified Plans — Form 5500 plan (Stepan Company)
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, Stepan Company Trust For Qualified Plans is a benefit plan reported by Stepan Company under EIN 36-1823834 and plan number 011. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $137,984,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stepan Company
- EIN
- 36-1823834
- Plan number
- 011
- Plan type
- 4
- Location
- Northbrook, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $137,984,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014223135NAL0046111536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,984,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,984,993
- Net assets (BOY)
- $136,744,186
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,027,476
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $907,984
- Total expenses
- $907,984
- Net increase / (decrease)
- $10,119,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | NONE | $314,786 | $0 | 2023 |
| Columbia Advisory Partners, LLC | NONE | $151,961 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $94,501 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $58,893 | not reported in the loaded dataset | 2023 |
| Procentia | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Bdo Wealth Advisors | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stepan Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northbrook, IL
- Bank Of America — Schedule C compensation
- Columbia Advisory Partners, LLC — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Procentia — Schedule C compensation
- Bdo Wealth Advisors — Schedule C compensation