Grammer Collective Bargained Retirement Plan — Form 5500 plan (Grammer Inc.)
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, Grammer Collective Bargained Retirement Plan is a benefit plan reported by Grammer Inc. under EIN 41-1280872 and plan number 002. The latest loaded filing year is 2023. The filing reports 794 participants and $10,407,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grammer Inc.
- EIN
- 41-1280872
- Plan number
- 002
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $10,407,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241015152619NAL0016747123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,407,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,407,089
- Net assets (BOY)
- $9,940,555
Income & contributions
- Employer contributions
- $198,919
- Participant contributions
- $436,614
- Total contributions
- $649,939
- Total income / additions
- $2,047,234
Expenses & distributions
- Benefits paid
- $1,486,310
- Administrative expenses
- $67,953
- Total expenses
- $1,594,584
- Net increase / (decrease)
- $452,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $34,288 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,340 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $9,022 | not reported in the loaded dataset | 2023 |