Ziply Fiber Pension Plan — Form 5500 plan (Ziply Fiber)
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, Ziply Fiber Pension Plan is a benefit plan reported by Ziply Fiber under EIN 84-5103010 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $120,882,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ziply Fiber
- EIN
- 84-5103010
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $120,882,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241011132153NAL0022822049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,882,205
- Total liabilities (EOY)
- $753,932
- Net assets (EOY)
- $120,128,273
- Net assets (BOY)
- $119,182,380
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $20,346,005
Expenses & distributions
- Benefits paid
- $18,710,674
- Administrative expenses
- $689,438
- Total expenses
- $19,400,112
- Net increase / (decrease)
- $945,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $197,711 | not reported in the loaded dataset | 2023 |
| Usi Advisors, Inc | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,016 | $2,216 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ziply Fiber
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kirkland, WA
- Milliman, Inc. — Schedule C compensation
- Usi Advisors, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation