Plan5500

Ebsco Savings And Profit Sharing Plan — Form 5500 plan (Ebsco Industries, 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, Ebsco Savings And Profit Sharing Plan is a benefit plan reported by Ebsco Industries, Inc. under EIN 63-6014186 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,001 participants and $648,103,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ebsco Industries, Inc.
EIN
63-6014186
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
5,001
End-of-year plan assets
$648,103,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,001H, C20241216132529NAL0001478721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$648,103,207
Total liabilities (EOY)
$3,899,884
Net assets (EOY)
$644,203,323
Net assets (BOY)
$553,084,651

Income & contributions

Employer contributions
$24,806,343
Participant contributions
$29,624,003
Total contributions
$57,661,235
Total income / additions
$134,049,822

Expenses & distributions

Benefits paid
$42,631,362
Administrative expenses
$294,270
Total expenses
$42,931,150
Net increase / (decrease)
$91,118,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$240,520$02023
Capfinancial PartnersINVESTMENT ADVISORY$50,000not reported in the loaded dataset2023
Management PlanningCONSULTANT$3,075not reported in the loaded dataset2023

Related Form 5500 pages