Drummond Company, Inc. Revised Pension Plan — Form 5500 plan (Drummond Company, 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, Drummond Company, Inc. Revised Pension Plan is a benefit plan reported by Drummond Company, Inc. under EIN 63-0653224 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,191 participants and $203,545,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drummond Company, Inc.
EIN
63-0653224
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
1,191
End-of-year plan assets
$203,545,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,191H, C20241014101302NAL0013111667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$203,545,327
Total liabilities (EOY)
$0
Net assets (EOY)
$203,545,327
Net assets (BOY)
$183,926,139

Income & contributions

Total contributions
$0
Total income / additions
$30,430,733

Expenses & distributions

Benefits paid
$9,906,683
Administrative expenses
$904,862
Total expenses
$10,811,545
Net increase / (decrease)
$19,619,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stonegate Investment Groupnot reported in the loaded dataset$279,161not reported in the loaded dataset2023
Zeiglar Capital Management, LLCnot reported in the loaded dataset$273,924not reported in the loaded dataset2023
Blackrocknot reported in the loaded dataset$144,989not reported in the loaded dataset2023
Madisonnot reported in the loaded dataset$116,171not reported in the loaded dataset2023
First State Trust Companynot reported in the loaded dataset$36,641not reported in the loaded dataset2023
Nwpsnot reported in the loaded dataset$27,225not reported in the loaded dataset2023
Axa Equitablenot reported in the loaded dataset$16,001not reported in the loaded dataset2023
Black & Pinckardnot reported in the loaded dataset$10,750not reported in the loaded dataset2023

Related Form 5500 pages