The Scott Fetzer Pension Plan For Hourly Employees Of Adalet (Ibew) — Form 5500 plan (Adalet/Scott Fetzer 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, The Scott Fetzer Pension Plan For Hourly Employees Of Adalet (Ibew) is a benefit plan reported by Adalet/Scott Fetzer Company under EIN 47-0691259 and plan number 002. The latest loaded filing year is 2023. The filing reports 99 participants and $3,201,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adalet/Scott Fetzer Company
- EIN
- 47-0691259
- Plan number
- 002
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $3,201,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | H, C | 20240920130117NAL0007496001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,201,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,201,098
- Net assets (BOY)
- $2,993,254
Income & contributions
- Employer contributions
- $193,629
- Total contributions
- $193,629
- Total income / additions
- $685,535
Expenses & distributions
- Benefits paid
- $401,445
- Administrative expenses
- $76,246
- Total expenses
- $477,691
- Net increase / (decrease)
- $207,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $10,428 | not reported in the loaded dataset | 2023 |
| D'Amico Wawrin & Co | NONE | $6,121 | not reported in the loaded dataset | 2023 |