Siu Rivers Pension Trust — Form 5500 plan (Siu Rivers Pension Trust C/O Zenith American Solutions)
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, Siu Rivers Pension Trust is a benefit plan reported by Siu Rivers Pension Trust C/O Zenith American Solutions under EIN 43-6164058 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $64,207,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siu Rivers Pension Trust C/O Zenith American Solutions
- EIN
- 43-6164058
- Plan number
- 001
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $64,207,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241004100120NAL0005604131004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,207,023
- Total liabilities (EOY)
- $42,160
- Net assets (EOY)
- $64,164,863
- Net assets (BOY)
- $58,783,693
Income & contributions
- Total income / additions
- $7,105,724
Expenses & distributions
- Benefits paid
- $1,057,525
- Administrative expenses
- $667,029
- Total expenses
- $1,724,554
- Net increase / (decrease)
- $5,381,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldstein And Price, L.C. | not reported in the loaded dataset | $97,502 | not reported in the loaded dataset | 2023 |
| M. J. Mintz, P.C. | not reported in the loaded dataset | $92,936 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | not reported in the loaded dataset | $62,465 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $60,868 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | not reported in the loaded dataset | $53,818 | $0 | 2023 |
| Quan-Vest Consultants | not reported in the loaded dataset | $45,354 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | not reported in the loaded dataset | $36,015 | $0 | 2023 |
| Loomis, Sayles & Co | not reported in the loaded dataset | $34,425 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co, Llp | not reported in the loaded dataset | $20,294 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | not reported in the loaded dataset | $8,152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siu Rivers Pension Trust C/O Zenith American Solutions
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Goldstein And Price, L.C. — Schedule C compensation
- M. J. Mintz, P.C. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- The Segal Company — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Loomis, Sayles & Co — Schedule C compensation
- Buchbinder Tunick & Co, Llp — Schedule C compensation
- Western Asset Management Company — Schedule C compensation