Chicago Heights Hourly Employees Retirement Savings Plan — Form 5500 plan (Bull Moose Tube 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, Chicago Heights Hourly Employees Retirement Savings Plan is a benefit plan reported by Bull Moose Tube Company under EIN 43-0786422 and plan number 036. The latest loaded filing year is 2023. The filing reports 35 participants and $1,746,323 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,746,323
Participants35Covered participants reported
Assets / participant$49.9KComputed: assets ÷ participants$49,895 (computed)
Provider compensationNone reported
Plan sponsor
Bull Moose Tube Company
EIN
43-0786422
Plan number
036
Plan type
2
Location
Chesterfield, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335I20241008155650NAL0035296274001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$383K
Total expenses$321.6K
Benefits paid / distributions$315.4K
Contributions
Employer$61.3K
Participant$97.9K
Full reported line items

Net assets

Total assets (EOY)
$1,746,323
Total liabilities (EOY)
$0
Net assets (EOY)
$1,746,323
Net assets (BOY)
$1,684,954

Income & contributions

Employer contributions
$61,283
Participant contributions
$97,866
Total income / additions
$382,954

Expenses & distributions

Benefits paid
$315,405
Administrative expenses
$6,160
Total expenses
$321,585
Net increase / (decrease)
$61,369
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income82%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages