Mcwane Pension Plan For Salaried Employees — Form 5500 plan (Mcwane, Inc.)
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, Mcwane Pension Plan For Salaried Employees is a benefit plan reported by Mcwane, Inc. under EIN 63-0139000 and plan number 035. The latest loaded filing year is 2023. The filing reports 2,238 participants and $222,927,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcwane, Inc.
- EIN
- 63-0139000
- Plan number
- 035
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 2,238
- End-of-year plan assets
- $222,927,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,238 | H, C | 20241001142119NAL0003368739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $222,927,707
- Total liabilities (EOY)
- $1,195,048
- Net assets (EOY)
- $221,732,659
- Net assets (BOY)
- $222,107,063
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,852,957
Expenses & distributions
- Benefits paid
- $14,729,221
- Administrative expenses
- $618,203
- Total expenses
- $15,347,424
- Net increase / (decrease)
- $505,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pbgc | NONE | $231,260 | not reported in the loaded dataset | 2023 |
| Highland Associates, Inc. | NONE | $117,574 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $84,676 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $80,152 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management LLC | NONE | $22,776 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $21,384 | not reported in the loaded dataset | 2023 |
| Franklin County Revenue | NONE | $15,674 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $12,469 | not reported in the loaded dataset | 2023 |
| Winston County Revenue | NONE | $10,387 | not reported in the loaded dataset | 2023 |
| Pettey & Associates | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Forest Managers And Consultants | NONE | $9,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcwane, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Pbgc — Schedule C compensation
- Highland Associates, Inc. — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Sterling Capital Management LLC — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Franklin County Revenue — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Winston County Revenue — Schedule C compensation
- Pettey & Associates — Schedule C compensation
- Forest Managers And Consultants — Schedule C compensation