The Louis Berkman Company Master Pension Plan — Form 5500 plan (The Louis Berkman Company Master Pension Plan)

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 Louis Berkman Company Master Pension Plan is a benefit plan reported by The Louis Berkman Company Master Pension Plan under EIN 51-0446461 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $16,054,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Louis Berkman Company Master Pension Plan
EIN
51-0446461
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
405
End-of-year plan assets
$16,054,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023405H, C20240926111449NAL0000341747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,054,136
Total liabilities (EOY)
$0
Net assets (EOY)
$16,054,136
Net assets (BOY)
$15,936,080

Income & contributions

Employer contributions
$39,693
Total contributions
$39,693
Total income / additions
$1,611,625

Expenses & distributions

Benefits paid
$1,493,569
Administrative expenses
$0
Total expenses
$1,493,569
Net increase / (decrease)
$118,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Banknot reported in the loaded dataset$0not reported in the loaded dataset2023
Hbk Cpas & ConsultantsAUDITOR$0not reported in the loaded dataset2023
Buck Consultants LLCACTUARY$0not reported in the loaded dataset2023

Related Form 5500 pages