Earle M. Jorgensen Hourly Employees Pension Plan — Form 5500 plan (Reliance, 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, Earle M. Jorgensen Hourly Employees Pension Plan is a benefit plan reported by Reliance, Inc. under EIN 65-1269024 and plan number 002. The latest loaded filing year is 2023. The filing reports 605 participants and $63,813,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliance, Inc.
EIN
65-1269024
Plan number
002
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
605
End-of-year plan assets
$63,813,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20241004145648NAL0005781539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,813,479
Total liabilities (EOY)
$0
Net assets (EOY)
$63,813,479
Net assets (BOY)
$56,736,541

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$9,574,027

Expenses & distributions

Benefits paid
$2,177,101
Administrative expenses
$319,988
Total expenses
$2,497,089
Net increase / (decrease)
$7,076,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
City National BankTRUSTEE$319,332$75,1442023

Related Form 5500 pages