Plan5500

Millwrights Pension Plan — Form 5500 plan (Bot, Millwrights Pension Plan)

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, Millwrights Pension Plan is a benefit plan reported by Bot, Millwrights Pension Plan under EIN 75-1810302 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,186 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot, Millwrights Pension Plan
EIN
75-1810302
Plan number
001
Plan type
1
Location
Sugar Land, TX
Latest filing year
2023
Participants
4,186
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,186H, C20241015160324NAL0029035761005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$41,239,190

Income & contributions

Employer contributions
$736,017
Total contributions
$736,017
Total income / additions
$3,539,027

Expenses & distributions

Benefits paid
$1,407,902
Administrative expenses
$91,181
Total expenses
$1,499,083
Net increase / (decrease)
$2,039,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stephens Valuation SystemsNONE$32,520not reported in the loaded dataset2023
Zenith American SolutionsNONE$18,179not reported in the loaded dataset2023
Investment Performance ServicesNONE$12,500not reported in the loaded dataset2023
Wedge Capital Management, LlpNONE$9,054not reported in the loaded dataset2023
Loper Law, LLCNONE$5,090not reported in the loaded dataset2023

Related Form 5500 pages