Anderson-Tully Hourly Employees' Pension Plan — Form 5500 plan (Anderson-Tully Lumber 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, Anderson-Tully Hourly Employees' Pension Plan is a benefit plan reported by Anderson-Tully Lumber Company under EIN 62-1720411 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $14,983,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson-Tully Lumber Company
- EIN
- 62-1720411
- Plan number
- 001
- Plan type
- 2
- Location
- Vicksburg, MS
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $14,983,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241015114323NAL0028230833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,983,878
- Net assets (EOY)
- $14,983,878
- Net assets (BOY)
- $14,037,076
Income & contributions
- Employer contributions
- $33,000
- Total contributions
- $33,000
- Total income / additions
- $1,757,987
Expenses & distributions
- Benefits paid
- $784,667
- Administrative expenses
- $26,518
- Total expenses
- $811,185
- Net increase / (decrease)
- $946,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ftb Advisors | CUSTODIAN | $14,401 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | INVESTMENT MANAGEMENT | $6,398 | not reported in the loaded dataset | 2023 |
| First Republic Bank | INVESTMENT MANAGEMENT | $5,719 | not reported in the loaded dataset | 2023 |