Oneal Steel Consolidated Pension Plan For Salaried, Hourly And Union Employees — Form 5500 plan (O'Neal Steel, LLC.)
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, Oneal Steel Consolidated Pension Plan For Salaried, Hourly And Union Employees is a benefit plan reported by O'Neal Steel, LLC. under EIN 63-0196990 and plan number 005. The latest loaded filing year is 2023. The filing reports 836 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Neal Steel, LLC.
- EIN
- 63-0196990
- Plan number
- 005
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H, C | 20241008104947NAL0008275251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $60,607,239
Income & contributions
- Employer contributions
- $5,600,000
- Total contributions
- $5,600,000
- Total income / additions
- $5,786,398
Expenses & distributions
- Benefits paid
- $66,051,416
- Administrative expenses
- $342,221
- Total expenses
- $66,393,637
- Net increase / (decrease)
- -$60,607,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $155,431 | $0 | 2023 |
| Slc Management | INVESTMENT ADVISORY | $118,090 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | INVESTMENT ADVISORY | $50,970 | not reported in the loaded dataset | 2023 |
| Bmss | ACCOUNTANT | $17,730 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Neal Steel, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Principal Life Insurance Company — Schedule C compensation
- Slc Management — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Bmss — Schedule C compensation