True Value Company Defined Lump Sum Pension Plan — Form 5500 plan (True Value 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, True Value Company Defined Lump Sum Pension Plan is a benefit plan reported by True Value Company under EIN 36-2099896 and plan number 125. The latest loaded filing year is 2023. The filing reports 737 participants and $23,120,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- True Value Company
- EIN
- 36-2099896
- Plan number
- 125
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $23,120,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241213133917NAL0013714945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,120,992
- Total liabilities (EOY)
- $116,814
- Net assets (EOY)
- $23,004,178
- Net assets (BOY)
- $23,367,727
Income & contributions
- Employer contributions
- $1,351,200
- Total contributions
- $1,351,200
- Total income / additions
- $3,986,950
Expenses & distributions
- Benefits paid
- $3,600,331
- Administrative expenses
- $750,168
- Total expenses
- $4,350,499
- Net increase / (decrease)
- -$363,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $321,068 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $24,306 | not reported in the loaded dataset | 2023 |
| Nelson Mullins Riley & Scarborough | NONE | $13,710 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $10,920 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors (Formerly Dimeo) | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for True Value Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Aon Consulting — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Nelson Mullins Riley & Scarborough — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Fiducient Advisors (Formerly Dimeo) — Schedule C compensation